RWB
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RMR Wealth Builders’s Dow Inc DOW Stock Holding History

RMR Wealth Builders’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
-18,159
Closed -$416K – 279
2025
Q3 		$416K Buy
18,159
+1,645
+10% +$41K 0.03% 190
2025
Q2 		$437K Sell
16,514
-39
-0.2% -$1.14K 0.04% 177
2025
Q1 		$578K Buy
16,553
+253
+2% +$9.72K 0.06% 140
2024
Q4 		$654K Buy
16,300
+10
+0.1% +$467 0.07% 135
2024
Q3 		$890K Sell
16,290
-206
-1% -$10.9K 0.09% 110
2024
Q2 		$875K Sell
16,496
-1,238
-7% -$70.7K 0.1% 106
2024
Q1 		$1.03M Buy
17,734
+137
+0.8% +$7.57K 0.12% 96
2023
Q4 		$965K Buy
17,597
+158
+0.9% +$8.07K 0.14% 88
2023
Q3 		$899K Buy
17,439
+12
+0.1% +$644 0.14% 76
2023
Q2 		$928K Buy
17,427
+22
+0.1% +$1.17K 0.16% 66
2023
Q1 		$954K Sell
17,405
-88
-0.5% -$4.95K 0.18% 65
2022
Q4 		$881K Buy
17,493
+74
+0.4% +$3.62K 0.2% 62
2022
Q3 		$765K Sell
17,419
-115
-0.7% -$5.83K 0.19% 65
2022
Q2 		$905K Buy
17,534
+9,980
+132% +$639K 0.23% 64
2022
Q1 		$481K Buy
+7,554
New +$456K 0.1% 124
2021
Q4 		– Sell
-6,701
Closed -$386K – 146
2021
Q3 		$386K Sell
6,701
-407
-6% -$24.9K 0.11% 116
2021
Q2 		$450K Sell
7,108
-404
-5% -$26.7K 0.15% 100
2021
Q1 		$480K Buy
7,512
+1,143
+18% +$68.4K 0.12% 102
2020
Q4 		$353K Sell
6,369
-853
-12% -$44K 0.17% 95
2020
Q3 		$340K Buy
7,222
+1,526
+27% +$68.5K 0.09% 145
2020
Q2 		$232K Buy
+5,696
New +$209K 0.21% 102
2019
Q4 		$312K Buy
+5,696
New +$294K 0.3% 68

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RMR Wealth Builders's DOW Position: Q4 2025 in Review

RMR Wealth Builders sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 18,159 shares — an estimated $416K sold.

RMR Wealth Builders first reported a position in DOW in Q4 2019 and held it in 22 quarters. The position peaked at $1.03M in Q1 2024. 1,119 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • RMR Wealth Builders reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 18,159 Dow Inc shares in Q4 2025, an estimated $416K.
  • RMR Wealth Builders first reported a position in Dow Inc in Q4 2019 and held it in 22 quarters.
  • RMR Wealth Builders's Dow Inc position peaked at $1.03M in Q1 2024.
  • 1,119 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.