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Pathway Financial Advisers’s Dow Inc DOW Stock Holding History

Pathway Financial Advisers’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 		– Sell
-18,632
Closed -$748K – 216
2024
Q4 		$748K Sell
18,632
-1,070,931
-98% -$50M 0.25% 105
2024
Q3 		$19.9K Buy
1,089,563
+1,069,433
+5,313% +$56.5M 0.01% 249
2024
Q2 		$1.07M Buy
20,130
+296
+1% +$16.9K 0.38% 82
2024
Q1 		$1.15M Buy
19,834
+1,404
+8% +$77.6K 0.41% 76
2023
Q4 		$1.01M Sell
18,430
-774
-4% -$39.5K 0.38% 80
2023
Q3 		$990K Buy
+19,204
New +$1.03M 0.41% 74
2023
Q1 		$1.07M Buy
19,477
+159
+0.8% +$8.95K 0.43% 74
2022
Q4 		$973K Buy
+19,318
New +$944K 0.39% 76

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

Pathway Financial Advisers's DOW Position: Q1 2025 in Review

Pathway Financial Advisers sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 18,632 shares — an estimated $748K sold.

Pathway Financial Advisers first reported a position in DOW in Q4 2022 and held it in 8 quarters. The position peaked at $1.15M in Q1 2024. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Pathway Financial Advisers reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 18,632 Dow Inc shares in Q1 2025, an estimated $748K.
  • Pathway Financial Advisers first reported a position in Dow Inc in Q4 2022 and held it in 8 quarters.
  • Pathway Financial Advisers's Dow Inc position peaked at $1.15M in Q1 2024.
  • 1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Pathway Financial Advisers's 13F filing for Q1 2025, filed 9 May 2025.