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NorthRock Partners’s Dow Inc DOW Stock Holding History

NorthRock Partners’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14,446
Closed -$383K – 879
2025
Q2 		$383K Buy
+14,446
New +$420K 0.01% 468
2024
Q4 		– Sell
-8,616
Closed -$471K – 799
2024
Q3 		$471K Sell
8,616
-495
-5% -$26.1K 0.02% 381
2024
Q2 		$483K Sell
9,111
-103
-1% -$5.88K 0.02% 351
2024
Q1 		$534K Buy
9,214
+1,140
+14% +$63K 0.02% 337
2023
Q4 		$443K Buy
8,074
+3,120
+63% +$159K 0.02% 356
2023
Q3 		$255K Buy
+4,954
New +$266K 0.03% 270
2023
Q1 		– Sell
-4,226
Closed -$213K – 339
2022
Q4 		$213K Buy
+4,226
New +$206K 0.02% 315
2022
Q3 		– Sell
-3,925
Closed -$203K – 311
2022
Q2 		$203K Sell
3,925
-1,056
-21% -$67.6K 0.02% 286
2022
Q1 		$317K Buy
4,981
+662
+15% +$39.9K 0.03% 236
2021
Q4 		$245K Buy
+4,319
New +$246K 0.02% 281

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NorthRock Partners's DOW Position: Q3 2025 in Review

NorthRock Partners sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 14,446 shares — an estimated $383K sold.

NorthRock Partners first reported a position in DOW in Q4 2021 and held it in 10 quarters. The position peaked at $534K in Q1 2024. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • NorthRock Partners reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • NorthRock Partners sold 14,446 Dow Inc shares in Q3 2025, an estimated $383K.
  • NorthRock Partners first reported a position in Dow Inc in Q4 2021 and held it in 10 quarters.
  • NorthRock Partners's Dow Inc position peaked at $534K in Q1 2024.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on NorthRock Partners's 13F filing for Q3 2025, filed 14 Nov 2025.