RWPA
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Richard W. Paul & Associates’s Dow Inc DOW Stock Holding History

Richard W. Paul & Associates’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
-32
Closed -$1.28K – 389
2024
Q4 		$1.28K Hold
32
– – ﹤0.01% 448
2024
Q3 		$1.75K Hold
32
– – ﹤0.01% 426
2024
Q2 		$1.7K Hold
32
– – ﹤0.01% 429
2024
Q1 		$1.85K Hold
32
– – ﹤0.01% 432
2023
Q4 		$1.75K Hold
32
– – ﹤0.01% 422
2023
Q3 		$1.65K Hold
32
– – ﹤0.01% 415
2023
Q2 		$1.7K Hold
32
– – ﹤0.01% 444
2023
Q1 		$1.75K Hold
32
– – ﹤0.01% 447
2022
Q4 		$1.61K Buy
+32
New +$1.56K ﹤0.01% 441

Other funds holding DOW

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BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return