RWM
DOW icon

Ruedi Wealth Management’s Dow Inc DOW Stock Holding History

Ruedi 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
Q2 		– Sell
-133
Closed -$4.64K – 129
2025
Q1 		$4.64K Hold
133
– – ﹤0.01% 217
2024
Q4 		$5.34K Hold
133
– – ﹤0.01% 205
2024
Q3 		$7.27K Hold
133
– – ﹤0.01% 194
2024
Q2 		$7.06K Hold
133
– – ﹤0.01% 216
2024
Q1 		$7.71K Hold
133
– – ﹤0.01% 178
2023
Q4 		$7.29K Hold
133
– – ﹤0.01% 158
2023
Q3 		$6.86K Hold
133
– – ﹤0.01% 147
2023
Q2 		$7.08K Hold
133
– – ﹤0.01% 155
2023
Q1 		$7.29K Sell
133
-99
-43% -$5.57K ﹤0.01% 174
2022
Q4 		$11.7K Buy
+232
New +$11.3K 0.01% 135

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return