Sierra Ocean’s Dow Inc DOW Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-46	Closed	-$1.22K	–	298
2025 Q2	$1.22K	Sell	46 -17	-27%	-$495	﹤0.01%	854
2025 Q1	$2.2K	Sell	63 -12	-16%	-$461	﹤0.01%	764
2024 Q4	$3.02K	Buy	+75	New	+$3.5K	﹤0.01%	687

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sierra Ocean's DOW Position: Q3 2025 in Review

Sierra Ocean sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 46 shares — an estimated $1.22K sold.

Sierra Ocean first reported a position in DOW in Q4 2024 and held it in 3 quarters. The position peaked at $3.02K in Q4 2024. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

Sierra Ocean reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 46 Dow Inc shares in Q3 2025, an estimated $1.22K.
Sierra Ocean first reported a position in Dow Inc in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Dow Inc position peaked at $3.02K in Q4 2024.
1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.