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Richard Bernstein Advisors’s Dow Inc DOW Stock Holding History

Richard Bernstein 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
Q3 		– Sell
-95,634
Closed -$2.53M – 208
2025
Q2 		$2.53M Hold
95,634
– – 0.06% 164
2025
Q1 		$3.34M Sell
95,634
-4,391
-4% -$169K 0.08% 128
2024
Q4 		$4.01M Hold
100,025
– – 0.09% 110
2024
Q3 		$5.46M Hold
100,025
– – 0.12% 66
2024
Q2 		$5.31M Hold
100,025
– – 0.12% 61
2024
Q1 		$5.79M Hold
100,025
– – 0.12% 61
2023
Q4 		$5.49M Buy
100,025
+45,299
+83% +$2.31M 0.12% 58
2023
Q3 		$2.82M Buy
+54,726
New +$2.94M 0.06% 122

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Richard Bernstein Advisors's DOW Position: Q3 2025 in Review

Richard Bernstein Advisors sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 95,634 shares — an estimated $2.53M sold.

Richard Bernstein Advisors first reported a position in DOW in Q3 2023 and held it in 8 quarters. The position peaked at $5.79M in Q1 2024. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Richard Bernstein Advisors reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 95,634 Dow Inc shares in Q3 2025, an estimated $2.53M.
  • Richard Bernstein Advisors first reported a position in Dow Inc in Q3 2023 and held it in 8 quarters.
  • Richard Bernstein Advisors's Dow Inc position peaked at $5.79M in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Richard Bernstein Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.