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OMC Financial Services’s Dow Inc DOW Stock Holding History

OMC Financial Services’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
-10,268
Closed -$272K – 68
2025
Q2 		$272K Sell
10,268
-350
-3% -$10.2K 0.11% 61
2025
Q1 		$371K Hold
10,618
– – 0.17% 56
2024
Q4 		$426K Sell
10,618
-325
-3% -$15.2K 0.18% 55
2024
Q3 		$581K Hold
10,943
– – 0.27% 45
2024
Q2 		$581K Sell
10,943
-183
-2% -$10.5K 0.27% 45
2024
Q1 		$645K Buy
+11,126
New +$615K 0.33% 39

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OMC Financial Services's DOW Position: Q3 2025 in Review

OMC Financial Services sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 10,268 shares — an estimated $272K sold.

OMC Financial Services first reported a position in DOW in Q1 2024 and held it in 6 quarters. The position peaked at $645K in Q1 2024. 1,104 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • OMC Financial Services reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • OMC Financial Services sold 10,268 Dow Inc shares in Q3 2025, an estimated $272K.
  • OMC Financial Services first reported a position in Dow Inc in Q1 2024 and held it in 6 quarters.
  • OMC Financial Services's Dow Inc position peaked at $645K in Q1 2024.
  • 1,104 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on OMC Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.