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Operose Advisors’s Dow Inc DOW Stock Holding History

Operose Advisors’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
-3,325
Closed -$88K – 454
2025
Q2 		$88K Hold
3,325
– – 0.02% 192
2025
Q1 		$116K Sell
3,325
-128
-4% -$4.92K 0.04% 159
2024
Q4 		$139K Sell
3,453
-4,872
-59% -$227K 0.05% 145
2024
Q3 		$455K Buy
8,325
+1,270
+18% +$67K 0.15% 90
2024
Q2 		$374K Sell
7,055
-120
-2% -$6.86K 0.13% 97
2024
Q1 		$416K Buy
7,175
+7,055
+5,879% +$390K 0.14% 99
2023
Q4 		$6.58K Sell
120
-658
-85% -$33.6K ﹤0.01% 506
2023
Q3 		$40.1K Buy
778
+650
+508% +$34.9K 0.02% 347
2023
Q2 		$6.82K Hold
128
– – ﹤0.01% 294
2023
Q1 		$7.02K Hold
128
– – ﹤0.01% 279
2022
Q4 		$6.45K Sell
128
-170
-57% -$8.3K ﹤0.01% 308
2022
Q3 		$13K Buy
298
+170
+133% +$8.62K 0.01% 240
2022
Q2 		$7K Hold
128
– – ﹤0.01% 256
2022
Q1 		$8K Hold
128
– – 0.01% 275
2021
Q4 		$7K Buy
+128
New +$7.3K 0.01% 266

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 $3.38T AUM 44.17% 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

Operose Advisors's DOW Position: Q3 2025 in Review

Operose Advisors sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 3,325 shares — an estimated $88K sold.

Operose Advisors first reported a position in DOW in Q4 2021 and held it in 15 quarters. The position peaked at $455K in Q3 2024. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Operose Advisors reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Operose Advisors sold 3,325 Dow Inc shares in Q3 2025, an estimated $88K.
  • Operose Advisors first reported a position in Dow Inc in Q4 2021 and held it in 15 quarters.
  • Operose Advisors's Dow Inc position peaked at $455K in Q3 2024.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Operose Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.