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Simon Quick Advisors’s Dow Inc DOW Stock Holding History

Simon Quick 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
Q2 		– Sell
-6,352
Closed -$222K – 433
2025
Q1 		$222K Sell
6,352
-71
-1% -$2.73K 0.01% 528
2024
Q4 		$258K Buy
+6,423
New +$300K 0.02% 382
2022
Q2 		– Sell
-751
Closed -$48K – 239
2022
Q1 		$48K Sell
751
-4,933
-87% -$298K 0.01% 214
2021
Q4 		$322K Buy
5,684
+4,815
+554% +$275K 0.09% 88
2021
Q3 		$50K Sell
869
-248
-22% -$15.2K 0.01% 250
2021
Q2 		$70K Sell
1,117
-635
-36% -$41.9K 0.02% 187
2021
Q1 		$112K Buy
1,752
+1,725
+6,389% +$103K 0.03% 140
2020
Q4 		$1K Hold
27
– – ﹤0.01% 421
2020
Q3 		$1K Sell
27
-84
-76% -$3.77K ﹤0.01% 423
2020
Q2 		$5K Sell
111
-35
-24% -$1.28K ﹤0.01% 355
2020
Q1 		$4K Buy
146
+58
+66% +$2.46K ﹤0.01% 356
2019
Q4 		$5K Sell
88
-200
-69% -$10.3K ﹤0.01% 486
2019
Q3 		$14K Buy
288
+200
+227% +$9.36K 0.01% 254
2019
Q2 		$4.36K Buy
+88
New +$4.65K ﹤0.01% 292

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

Simon Quick Advisors's DOW Position: Q2 2025 in Review

Simon Quick Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 6,352 shares — an estimated $222K sold.

Simon Quick Advisors first reported a position in DOW in Q2 2019 and held it in 14 quarters. The position peaked at $322K in Q4 2021. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Simon Quick Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 6,352 Dow Inc shares in Q2 2025, an estimated $222K.
  • Simon Quick Advisors first reported a position in Dow Inc in Q2 2019 and held it in 14 quarters.
  • Simon Quick Advisors's Dow Inc position peaked at $322K in Q4 2021.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.