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RKL Wealth Management’s Dow Inc DOW Stock Holding History

RKL Wealth Management’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
-6,316
Closed -$253K – 176
2024
Q4 		$253K Buy
6,316
+481
+8% +$22.4K 0.02% 158
2024
Q3 		$319K Sell
5,835
-32
-0.5% -$1.69K 0.03% 126
2024
Q2 		$311K Hold
5,867
– – 0.03% 117
2024
Q1 		$340K Sell
5,867
-35
-0.6% -$1.93K 0.03% 117
2023
Q4 		$324K Buy
+5,902
New +$302K 0.04% 115
2019
Q3 		– Sell
-7,698
Closed -$367K – 127
2019
Q2 		$367K Buy
+7,698
New +$406K 0.07% 106

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return