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Philip James Wealth Mangement’s Dow Inc DOW Stock Holding History

Philip James Wealth Mangement’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
Q2 		– Sell
-9,733
Closed -$340K – 171
2025
Q1 		$340K Sell
9,733
-6,071
-38% -$233K 0.04% 128
2024
Q4 		$634K Sell
15,804
-17,683
-53% -$825K 0.08% 96
2024
Q3 		$1.83M Buy
+33,487
New +$1.77M 0.22% 58

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Philip James Wealth Mangement's DOW Position: Q2 2025 in Review

Philip James Wealth Mangement sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 9,733 shares — an estimated $340K sold.

Philip James Wealth Mangement first reported a position in DOW in Q3 2024 and held it in 3 quarters. The position peaked at $1.83M in Q3 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Philip James Wealth Mangement reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Philip James Wealth Mangement sold 9,733 Dow Inc shares in Q2 2025, an estimated $340K.
  • Philip James Wealth Mangement first reported a position in Dow Inc in Q3 2024 and held it in 3 quarters.
  • Philip James Wealth Mangement's Dow Inc position peaked at $1.83M in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Philip James Wealth Mangement's 13F filing for Q2 2025, filed 18 Jul 2025.