Redwood Wealth Management Group’s Dow Inc DOW Stock Holding History

Redwood Wealth Management Group’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	-5,301	Closed	-$213K	–	162
2024 Q4	$213K	Buy	5,301 +1,109	+26%	+$51.7K	0.1%	155
2024 Q3	$229K	Buy	4,192 +187	+5%	+$9.87K	0.11%	150
2024 Q2	$212K	Buy	4,005 +57	+1%	+$3.26K	0.16%	112
2024 Q1	$229K	Buy	3,948 +206	+6%	+$11.4K	0.24%	105
2023 Q4	$205K	Buy	+3,742	New	+$191K	0.23%	114
2023 Q2	–	Sell	-4,110	Closed	-$225K	–	156
2023 Q1	$225K	Buy	4,110 +6	+0.1%	+$338	0.26%	115
2022 Q4	$207K	Buy	+4,104	New	+$200K	0.26%	109

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Redwood Wealth Management Group's DOW Position: Q1 2025 in Review

Redwood Wealth Management Group sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,301 shares — an estimated $213K sold.

Redwood Wealth Management Group first reported a position in DOW in Q4 2022 and held it in 7 quarters. The position peaked at $229K in Q3 2024. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Redwood Wealth Management Group reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Redwood Wealth Management Group sold 5,301 Dow Inc shares in Q1 2025, an estimated $213K.
Redwood Wealth Management Group first reported a position in Dow Inc in Q4 2022 and held it in 7 quarters.
Redwood Wealth Management Group's Dow Inc position peaked at $229K in Q3 2024.
1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Redwood Wealth Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.