Principal Securities’s Dow Inc DOW Stock Holding History

Principal Securities’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 Q4	–	Sell	-4,388	Closed	-$101K	–	1899
2025 Q3	$101K	Sell	4,388 -16,226	-79%	-$404K	﹤0.01%	1592
2025 Q2	$546K	Sell	20,614 -170	-0.8%	-$4.95K	0.01%	823
2025 Q1	$834K	Buy	20,784 +375	+2%	+$14.4K	0.02%	604
2024 Q4	$819K	Sell	20,409 -812	-4%	-$37.9K	0.02%	611
2024 Q3	$1.16M	Buy	21,221 +3,694	+21%	+$195K	0.03%	486
2024 Q2	$930K	Buy	17,527 +1,475	+9%	+$84.3K	0.03%	493
2024 Q1	$930K	Buy	16,052 +1,525	+10%	+$84.3K	0.03%	478
2023 Q4	$797K	Buy	+14,527	New	+$742K	0.03%	475

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Principal Securities's DOW Position: Q4 2025 in Review

Principal Securities sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 4,388 shares — an estimated $101K sold.

Principal Securities first reported a position in DOW in Q4 2023 and held it in 8 quarters. The position peaked at $1.16M in Q3 2024. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

Principal Securities reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 4,388 Dow Inc shares in Q4 2025, an estimated $101K.
Principal Securities first reported a position in Dow Inc in Q4 2023 and held it in 8 quarters.
Principal Securities's Dow Inc position peaked at $1.16M in Q3 2024.
1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.