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Safe Harbor Fiduciary’s Dow Inc DOW Stock Holding History

Safe Harbor Fiduciary’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 		$535K Buy
20,211
+6,563
+48% +$191K 0.5% 41
2025
Q1 		$477K Sell
13,648
-50
-0.4% -$1.92K 0.49% 44
2024
Q4 		$550K Buy
13,698
+352
+3% +$16.4K 0.56% 34
2024
Q3 		$729K Buy
+13,346
New +$704K 0.68% 30

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
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 $1.02T AUM 30.18% 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

Safe Harbor Fiduciary's DOW Position: Q2 2025 in Review

Safe Harbor Fiduciary increased its Dow Inc (DOW) stake by 48% in Q2 2025, buying an estimated $191K and bringing the position to 20,211 shares worth $535K. The position accounts for 0.5% of the portfolio, ranked #41.

Safe Harbor Fiduciary first reported a position in DOW in Q3 2024 and has held it in 4 quarters since. The position peaked at $729K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Safe Harbor Fiduciary held 20,211 shares of Dow Inc worth $535K as of Q2 2025.
  • Safe Harbor Fiduciary bought 6,563 Dow Inc shares in Q2 2025, an estimated $191K.
  • Dow Inc made up 0.5% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #41 holding.
  • Safe Harbor Fiduciary first reported a position in Dow Inc in Q3 2024 and has held it in 4 quarters since.
  • Safe Harbor Fiduciary's Dow Inc position peaked at $729K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.