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Signature Wealth Management Group’s Dow Inc DOW Stock Holding History

Signature Wealth Management Group’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
-61,348
Closed -$2.14M – 119
2025
Q1 		$2.14M Sell
61,348
-201
-0.3% -$7.72K 0.83% 46
2024
Q4 		$2.47M Sell
61,549
-2,344
-4% -$109K 0.99% 39
2024
Q3 		$3.49M Buy
63,893
+1,183
+2% +$62.4K 1.4% 34
2024
Q2 		$3.33M Buy
62,710
+139
+0.2% +$7.94K 1.46% 31
2024
Q1 		$3.55M Buy
62,571
+334
+0.5% +$18.5K 1.61% 25
2023
Q4 		$3.41M Buy
+62,237
New +$3.18M 1.58% 29
2023
Q2 		$3.43M Buy
64,374
+2,175
+3% +$116K 1.6% 30
2023
Q1 		$3.41M Buy
62,199
+2,220
+4% +$125K 1.62% 30
2022
Q4 		$3.02M Sell
59,979
-876
-1% -$42.8K 1.48% 32
2022
Q3 		$2.67M Buy
60,855
+2,796
+5% +$142K 1.36% 37
2022
Q2 		$3M Sell
58,059
-500
-0.9% -$32K 1.46% 37
2022
Q1 		$3.73M Buy
+58,559
New +$3.53M 1.68% 23

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Signature Wealth Management Group's DOW Position: Q2 2025 in Review

Signature Wealth Management Group sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 61,348 shares — an estimated $2.14M sold.

Signature Wealth Management Group first reported a position in DOW in Q1 2022 and held it in 12 quarters. The position peaked at $3.73M in Q1 2022. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Signature Wealth Management Group reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 61,348 Dow Inc shares in Q2 2025, an estimated $2.14M.
  • Signature Wealth Management Group first reported a position in Dow Inc in Q1 2022 and held it in 12 quarters.
  • Signature Wealth Management Group's Dow Inc position peaked at $3.73M in Q1 2022.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Signature Wealth Management Group's 13F filing for Q2 2025, filed 1 Aug 2025.