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Spectrum Wealth Counsel’s Dow Inc DOW Stock Holding History

Spectrum Wealth Counsel’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 		$4.47K Sell
128
-30
-19% -$1.15K ﹤0.01% 254
2024
Q4 		$6.34K Sell
158
-121
-43% -$5.65K ﹤0.01% 246
2024
Q3 		$15.2K Buy
279
+151
+118% +$7.97K ﹤0.01% 231
2024
Q2 		$6.79K Hold
128
– – ﹤0.01% 301
2024
Q1 		$7.42K Hold
128
– – ﹤0.01% 300
2023
Q4 		$7.02K Buy
+128
New +$6.54K ﹤0.01% 274

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spectrum Wealth Counsel's DOW Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its Dow Inc (DOW) stake by 19% in Q1 2025, selling an estimated $1.15K and leaving 128 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Spectrum Wealth Counsel first reported a position in DOW in Q4 2023 and has held it in 6 quarters since. The position peaked at $15.2K in Q3 2024. 1,343 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Spectrum Wealth Counsel held 128 shares of Dow Inc worth $4.47K as of Q1 2025.
  • Spectrum Wealth Counsel sold 30 Dow Inc shares in Q1 2025, an estimated $1.15K.
  • Dow Inc made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #254 holding.
  • Spectrum Wealth Counsel first reported a position in Dow Inc in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Dow Inc position peaked at $15.2K in Q3 2024.
  • 1,343 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.