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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

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RKL Wealth Management's DOW Position: Q1 2025 in Review

RKL Wealth Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 6,316 shares — an estimated $253K sold.

RKL Wealth Management first reported a position in DOW in Q2 2019 and held it in 6 quarters. The position peaked at $367K in Q2 2019. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • RKL Wealth Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • RKL Wealth Management sold 6,316 Dow Inc shares in Q1 2025, an estimated $253K.
  • RKL Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 6 quarters.
  • RKL Wealth Management's Dow Inc position peaked at $367K in Q2 2019.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on RKL Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.