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Orion Portfolio Solutions’s Dow Inc DOW Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.2M Sell
34,325
-474
-1% -$18.2K 0.01% 982
2024
Q4 		$1.4M Buy
34,799
+2,050
+6% +$95.6K 0.01% 881
2024
Q3 		$1.79M Sell
32,749
-15,119
-32% -$798K 0.02% 749
2024
Q2 		$2.54M Buy
47,868
+12,438
+35% +$711K 0.03% 536
2024
Q1 		$2.05M Buy
35,430
+1,139
+3% +$62.9K 0.02% 651
2023
Q4 		$1.89M Sell
34,291
-4,997
-13% -$255K 0.02% 657
2023
Q3 		$2.03M Sell
39,288
-3,517
-8% -$189K 0.02% 606
2023
Q2 		$2.28M Sell
42,805
-33,671
-44% -$1.79M 0.02% 596
2023
Q1 		$4.19M Buy
76,476
+63,235
+478% +$3.56M 0.05% 314
2022
Q4 		$667K Buy
13,241
+1,757
+15% +$85.8K 0.02% 412
2022
Q3 		$504K Buy
11,484
+1,089
+10% +$55.2K 0.02% 419
2022
Q2 		$536K Buy
10,395
+604
+6% +$38.7K 0.02% 380
2022
Q1 		$624K Buy
9,791
+524
+6% +$31.6K 0.02% 371
2021
Q4 		$526K Buy
9,267
+1,940
+26% +$111K 0.02% 412
2021
Q3 		$422K Buy
7,327
+2,825
+63% +$173K 0.02% 427
2021
Q2 		$285K Sell
4,502
-213
-5% -$14.1K 0.01% 505
2021
Q1 		$302K Buy
4,715
+693
+17% +$41.5K 0.01% 435
2020
Q4 		$223K Buy
+4,022
New +$208K 0.01% 459
2020
Q3 		– Sell
-3,665
Closed -$149K – 836
2020
Q2 		$149K Buy
3,665
+1,432
+64% +$52.4K 0.01% 463
2020
Q1 		$65K Buy
2,233
+998
+81% +$42.4K ﹤0.01% 531
2019
Q4 		$68K Buy
+1,235
New +$63.8K 0.01% 487

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Orion Portfolio Solutions's DOW Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Dow Inc (DOW) stake by 1.4% in Q1 2025, selling an estimated $18.2K and leaving 34,325 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #982.

Orion Portfolio Solutions first reported a position in DOW in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.19M in Q1 2023. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Orion Portfolio Solutions held 34,325 shares of Dow Inc worth $1.2M as of Q1 2025.
  • Orion Portfolio Solutions sold 474 Dow Inc shares in Q1 2025, an estimated $18.2K.
  • Dow Inc made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #982 holding.
  • Orion Portfolio Solutions first reported a position in Dow Inc in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's Dow Inc position peaked at $4.19M in Q1 2023.
  • 1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.