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Providence Wealth Advisors’s Dow Inc DOW Stock Holding History

Providence 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
-12,658
Closed -$436K – 90
2025
Q1 		$436K Sell
12,658
-657
-5% -$25.2K 0.33% 53
2024
Q4 		$531K Sell
13,315
-436
-3% -$20.3K 0.4% 52
2024
Q3 		$711K Buy
13,751
+336
+3% +$17.7K 0.53% 51
2024
Q2 		$708K Buy
13,415
+325
+2% +$18.6K 0.56% 52
2024
Q1 		$770K Sell
13,090
-16,893
-56% -$934K 0.66% 49
2023
Q4 		$1.02M Buy
29,983
+17,659
+143% +$902K 0.92% 35
2023
Q3 		$629K Buy
12,324
+175
+1% +$9.39K 0.7% 43
2023
Q2 		$642K Sell
12,149
-442
-4% -$23.5K 0.71% 46
2023
Q1 		$704K Sell
12,591
-1,025
-8% -$57.7K 0.52% 59
2022
Q4 		$720K Buy
13,616
+111
+0.8% +$5.42K 0.54% 54
2022
Q3 		$663K Buy
13,505
+298
+2% +$15.1K 0.5% 60
2022
Q2 		$668K Buy
13,207
+1,125
+9% +$72K 0.48% 61
2022
Q1 		$775K Buy
12,082
+110
+0.9% +$6.63K 0.5% 57
2021
Q4 		$709K Sell
11,972
-15
-0.1% -$855 0.45% 63
2021
Q3 		$692K Sell
11,987
-99
-0.8% -$6.06K 0.48% 60
2021
Q2 		$760K Buy
12,086
+379
+3% +$25K 0.52% 56
2021
Q1 		$749K Buy
11,707
+921
+9% +$55.1K 0.55% 54
2020
Q4 		$598K Buy
10,786
+1,070
+11% +$55.2K 0.5% 58
2020
Q3 		$457K Buy
9,716
+827
+9% +$37.1K 0.45% 62
2020
Q2 		$362K Buy
8,889
+1,176
+15% +$43K 0.37% 68
2020
Q1 		$215K Buy
7,713
+137
+2% +$5.82K 0.26% 78
2019
Q4 		$413K Sell
7,576
-786
-9% -$40.6K 0.38% 65
2019
Q3 		$398K Sell
8,362
-977
-10% -$45.7K 0.36% 69
2019
Q2 		$461K Buy
+9,339
New +$493K 0.43% 68

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

Providence Wealth Advisors's DOW Position: Q2 2025 in Review

Providence Wealth Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 12,658 shares — an estimated $436K sold.

Providence Wealth Advisors first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $1.02M in Q4 2023. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Providence Wealth Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Providence Wealth Advisors sold 12,658 Dow Inc shares in Q2 2025, an estimated $436K.
  • Providence Wealth Advisors first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
  • Providence Wealth Advisors's Dow Inc position peaked at $1.02M in Q4 2023.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Providence Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.