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Sheaff Brock Investment Advisors’s Dow Inc DOW Stock Holding History

Sheaff Brock Investment Advisors’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 		$372K Sell
10,654
-1,887
-15% -$72.5K 0.03% 301
2024
Q4 		$503K Buy
12,541
+1,565
+14% +$73K 0.04% 255
2024
Q3 		$600K Sell
10,976
-295
-3% -$15.6K 0.05% 234
2024
Q2 		$598K Sell
11,271
-306
-3% -$17.5K 0.06% 226
2024
Q1 		$671K Sell
11,577
-2,635
-19% -$146K 0.04% 247
2023
Q4 		$779K Sell
14,212
-339
-2% -$17.3K 0.06% 208
2023
Q3 		$750K Sell
14,551
-472
-3% -$25.3K 0.07% 195
2023
Q2 		$800K Sell
15,023
-1,160
-7% -$61.7K 0.07% 193
2023
Q1 		$887K Buy
16,183
+244
+2% +$13.7K 0.08% 185
2022
Q4 		$803K Sell
15,939
-146,830
-90% -$7.17M 0.08% 191
2022
Q3 		$7.15M Buy
162,769
+59,697
+58% +$3.03M 0.77% 29
2022
Q2 		$5.32M Sell
103,072
-11,234
-10% -$719K 0.44% 43
2022
Q1 		$7.28M Sell
114,306
-53,047
-32% -$3.2M 0.51% 38
2021
Q4 		$9.49M Buy
167,353
+63,969
+62% +$3.65M 0.64% 23
2021
Q3 		$5.95M Sell
103,384
-50,404
-33% -$3.09M 0.44% 46
2021
Q2 		$9.73M Buy
153,788
+51,088
+50% +$3.37M 0.7% 16
2021
Q1 		$6.57M Buy
102,700
+91,961
+856% +$5.5M 0.52% 33
2020
Q4 		$596K Sell
10,739
-526
-5% -$27.2K 0.05% 207
2020
Q3 		$530K Sell
11,265
-290
-3% -$13K 0.05% 210
2020
Q2 		$471K Buy
11,555
+17
+0.1% +$622 0.05% 223
2020
Q1 		$337K Sell
11,538
-18,000
-61% -$765K 0.04% 250
2019
Q4 		$1.62M Buy
29,538
+565
+2% +$29.2K 0.16% 90
2019
Q3 		$1.38M Buy
28,973
+148
+0.5% +$6.93K 0.15% 100
2019
Q2 		$1.42M Buy
+28,825
New +$1.52M 0.15% 95

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
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

Sheaff Brock Investment Advisors's DOW Position: Q1 2025 in Review

Sheaff Brock Investment Advisors reduced its Dow Inc (DOW) stake by 15% in Q1 2025, selling an estimated $72.5K and leaving 10,654 shares worth $372K. The position accounts for 0.03% of the portfolio, ranked #301.

Sheaff Brock Investment Advisors first reported a position in DOW in Q2 2019 and has held it in 24 quarters since. The position peaked at $9.73M in Q2 2021. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Sheaff Brock Investment Advisors held 10,654 shares of Dow Inc worth $372K as of Q1 2025.
  • Sheaff Brock Investment Advisors sold 1,887 Dow Inc shares in Q1 2025, an estimated $72.5K.
  • Dow Inc made up 0.03% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #301 holding.
  • Sheaff Brock Investment Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 24 quarters since.
  • Sheaff Brock Investment Advisors's Dow Inc position peaked at $9.73M in Q2 2021.
  • 1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.