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Optimum Investment Advisors’s Dow Inc DOW Stock Holding History

Optimum Investment 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 		$12.1K Hold
529
– – ﹤0.01% 492
2025
Q2 		$14K Hold
529
– – 0.01% 479
2025
Q1 		$18.5K Sell
529
-400
-43% -$15.4K 0.01% 450
2024
Q4 		$37.3K Hold
929
– – 0.02% 370
2024
Q3 		$50.8K Sell
929
-1,149
-55% -$60.7K 0.02% 354
2024
Q2 		$110K Hold
2,078
– – 0.05% 253
2024
Q1 		$120K Buy
2,078
+400
+24% +$22.1K 0.06% 250
2023
Q4 		$92K Sell
1,678
-1
-0.1% -$51 0.05% 273
2023
Q3 		$86.6K Buy
1,679
+1
+0.1% +$54 0.04% 286
2023
Q2 		$89.4K Hold
1,678
– – 0.04% 288
2023
Q1 		$92K Hold
1,678
– – 0.05% 279
2022
Q4 		$84.6K Sell
1,678
-26
-2% -$1.27K 0.05% 294
2022
Q3 		$75K Hold
1,704
– – 0.04% 317
2022
Q2 		$88K Hold
1,704
– – 0.04% 305
2022
Q1 		$109K Hold
1,704
– – 0.05% 306
2021
Q4 		$97K Hold
1,704
– – 0.04% 344
2021
Q3 		$98K Sell
1,704
-515
-23% -$31.5K 0.04% 330
2021
Q2 		$140K Sell
2,219
-170
-7% -$11.2K 0.04% 326
2021
Q1 		$153K Sell
2,389
-529
-18% -$31.7K 0.04% 308
2020
Q4 		$162K Sell
2,918
-187
-6% -$9.65K 0.05% 278
2020
Q3 		$146K Hold
3,105
– – 0.05% 272
2020
Q2 		$127K Sell
3,105
-346
-10% -$12.7K 0.04% 288
2020
Q1 		$101K Sell
3,451
-1,535
-31% -$65.2K 0.04% 300
2019
Q4 		$273K Buy
4,986
+888
+22% +$45.9K 0.08% 227
2019
Q3 		$195K Sell
4,098
-797
-16% -$37.3K 0.06% 270
2019
Q2 		$241K Buy
+4,895
New +$258K 0.08% 244

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

Optimum Investment Advisors's DOW Position: Q3 2025 in Review

Optimum Investment Advisors held its Dow Inc (DOW) position steady in Q3 2025 at 529 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Optimum Investment Advisors first reported a position in DOW in Q2 2019 and has held it in 26 quarters since. The position peaked at $273K in Q4 2019. 1,104 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Optimum Investment Advisors held 529 shares of Dow Inc worth $12.1K as of Q3 2025.
  • Optimum Investment Advisors left its Dow Inc share count unchanged in Q3 2025.
  • Dow Inc made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #492 holding.
  • Optimum Investment Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 26 quarters since.
  • Optimum Investment Advisors's Dow Inc position peaked at $273K in Q4 2019.
  • 1,104 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.