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Prevail Innovative Wealth Advisors’s Dow Inc DOW Stock Holding History

Prevail Innovative Wealth 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
Q2 		– Sell
-70,788
Closed -$2.47M – 201
2025
Q1 		$2.47M Buy
+70,788
New +$2.72M 0.66% 49

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

Prevail Innovative Wealth Advisors's DOW Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 70,788 shares — an estimated $2.47M sold.

Prevail Innovative Wealth Advisors first reported a position in DOW in Q1 2025 and held it in 1 quarter. The position peaked at $2.47M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 70,788 Dow Inc shares in Q2 2025, an estimated $2.47M.
  • Prevail Innovative Wealth Advisors first reported a position in Dow Inc in Q1 2025 and held it in 1 quarter.
  • Prevail Innovative Wealth Advisors's Dow Inc position peaked at $2.47M in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.