SRC
DOW icon

Shufro Rose & Co’s Dow Inc DOW Stock Holding History

Shufro Rose & Co’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
-6,539
Closed -$262K – 315
2024
Q4 		$262K Buy
6,539
+952
+17% +$44.4K 0.02% 241
2024
Q3 		$296K Hold
5,587
– – 0.02% 238
2024
Q2 		$296K Buy
5,587
+480
+9% +$27.4K 0.02% 238
2024
Q1 		$296K Sell
5,107
-386
-7% -$21.3K 0.02% 233
2023
Q4 		$283K Hold
5,493
– – 0.03% 225
2023
Q3 		$283K Hold
5,493
– – 0.03% 223
2023
Q2 		$293K Sell
5,493
-600
-10% -$31.9K 0.03% 228
2023
Q1 		$334K Hold
6,093
– – 0.03% 213
2022
Q4 		$307K Hold
6,093
– – 0.03% 234
2022
Q3 		$268K Buy
6,093
+386
+7% +$19.6K 0.03% 232
2022
Q2 		$295K Buy
+5,707
New +$365K 0.03% 224
2021
Q1 		– Sell
-4,333
Closed -$240K – 313
2020
Q4 		$240K Sell
4,333
-272
-6% -$14K 0.02% 231
2020
Q3 		$217K Sell
4,605
-1,991
-30% -$89.4K 0.02% 235
2020
Q2 		$269K Sell
6,596
-2,533
-28% -$92.7K 0.03% 212
2020
Q1 		$267K Sell
9,129
-1,736
-16% -$73.8K 0.03% 212
2019
Q4 		$595K Sell
10,865
-1,246
-10% -$64.4K 0.05% 152
2019
Q3 		$577K Buy
+12,111
New +$567K 0.06% 145

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 $3.37T AUM 44.26% 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

Shufro Rose & Co's DOW Position: Q1 2025 in Review

Shufro Rose & Co sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 6,539 shares — an estimated $262K sold.

Shufro Rose & Co first reported a position in DOW in Q3 2019 and held it in 17 quarters. The position peaked at $595K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Shufro Rose & Co reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Shufro Rose & Co sold 6,539 Dow Inc shares in Q1 2025, an estimated $262K.
  • Shufro Rose & Co first reported a position in Dow Inc in Q3 2019 and held it in 17 quarters.
  • Shufro Rose & Co's Dow Inc position peaked at $595K in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Shufro Rose & Co's 13F filing for Q1 2025, filed 8 May 2025.