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SIMA Wealth Partners’s Dow Inc DOW Stock Holding History

SIMA Wealth Partners’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
-200
Closed -$5.3K – 169
2025
Q2 		$5.3K Sell
200
-144
-42% -$4.19K ﹤0.01% 135
2025
Q1 		$12K Buy
344
+34
+11% +$1.31K 0.01% 137
2024
Q4 		$12.4K Buy
310
+141
+83% +$6.58K 0.01% 136
2024
Q3 		$9.23K Hold
169
– – 0.01% 125
2024
Q2 		$8.97K Buy
+169
New +$9.65K 0.01% 127

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SIMA Wealth Partners's DOW Position: Q3 2025 in Review

SIMA Wealth Partners sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 200 shares — an estimated $5.3K sold.

SIMA Wealth Partners first reported a position in DOW in Q2 2024 and held it in 5 quarters. The position peaked at $12.4K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • SIMA Wealth Partners reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 200 Dow Inc shares in Q3 2025, an estimated $5.3K.
  • SIMA Wealth Partners first reported a position in Dow Inc in Q2 2024 and held it in 5 quarters.
  • SIMA Wealth Partners's Dow Inc position peaked at $12.4K in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.