Rise Advisors’s Dow Inc DOW Stock Holding History

Rise 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 Q4	–	Sell	-1,857	Closed	-$42.6K	–	476
2025 Q3	$42.6K	Buy	1,857 +35	+2%	+$872	0.02%	288
2025 Q2	$48.2K	Sell	1,822 -306	-14%	-$8.9K	0.02%	243
2025 Q1	$74.3K	Sell	2,128 -1,460	-41%	-$56.1K	0.03%	180
2024 Q4	$144K	Sell	3,588 -1,154	-24%	-$53.8K	0.07%	108
2024 Q3	$259K	Sell	4,742 -1,085	-19%	-$57.3K	0.12%	74
2024 Q2	$309K	Sell	5,827 -5	-0.1%	-$286	0.16%	63
2024 Q1	$338K	Buy	5,832 +5,725	+5,350%	+$316K	0.18%	59
2023 Q4	$5.88K	Buy	107 +1	+0.9%	+$51	﹤0.01%	367
2023 Q3	$5.46K	Buy	106 +2	+2%	+$107	﹤0.01%	371
2023 Q2	$5.56K	Sell	104 -49	-32%	-$2.6K	﹤0.01%	410
2023 Q1	$8.37K	Buy	153 +10	+7%	+$563	0.01%	387
2022 Q4	$7.21K	Buy	143 +2	+1%	+$98	0.01%	398
2022 Q3	$6K	Buy	141 +2	+1%	+$101	0.01%	410
2022 Q2	$7K	Buy	139 +1	+0.7%	+$64	0.01%	391
2022 Q1	$9K	Buy	138 +79	+134%	+$4.76K	0.01%	339
2021 Q4	$3.34K	Buy	+59	New	+$3.36K	﹤0.01%	458

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

Rise Advisors's DOW Position: Q4 2025 in Review

Rise Advisors sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 1,857 shares — an estimated $42.6K sold.

Rise Advisors first reported a position in DOW in Q4 2021 and held it in 16 quarters. The position peaked at $338K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

Rise Advisors reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,857 Dow Inc shares in Q4 2025, an estimated $42.6K.
Rise Advisors first reported a position in Dow Inc in Q4 2021 and held it in 16 quarters.
Rise Advisors's Dow Inc position peaked at $338K in Q1 2024.
1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.