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SS&H Financial Advisors’s Dow Inc DOW Stock Holding History

SS&H Financial 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
Q3 		– Sell
-23,512
Closed -$623K – 127
2025
Q2 		$623K Sell
23,512
-3,489
-13% -$101K 0.21% 78
2025
Q1 		$943K Buy
27,001
+3,850
+17% +$148K 0.35% 62
2024
Q4 		$930K Buy
23,151
+2,990
+15% +$140K 0.34% 68
2024
Q3 		$1.1M Buy
20,161
+1,833
+10% +$96.8K 0.4% 58
2024
Q2 		$972K Sell
18,328
-40
-0.2% -$2.29K 0.38% 62
2024
Q1 		$1.06M Hold
18,368
– – 0.44% 57
2023
Q4 		$1.01M Buy
18,368
+2,100
+13% +$107K 0.43% 58
2023
Q3 		$839K Buy
+16,268
New +$873K 0.39% 60
2023
Q1 		$1.06M Buy
19,268
+1,000
+5% +$56.3K 0.48% 55
2022
Q4 		$921K Sell
18,268
-1,450
-7% -$70.8K 0.44% 63
2022
Q3 		$866K Buy
19,718
+8,250
+72% +$418K 0.45% 64
2022
Q2 		$592K Buy
11,468
+533
+5% +$34.1K 0.27% 77
2022
Q1 		$697K Buy
+10,935
New +$660K 0.27% 79

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

SS&H Financial Advisors's DOW Position: Q3 2025 in Review

SS&H Financial Advisors sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 23,512 shares — an estimated $623K sold.

SS&H Financial Advisors first reported a position in DOW in Q1 2022 and held it in 13 quarters. The position peaked at $1.1M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • SS&H Financial Advisors reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • SS&H Financial Advisors sold 23,512 Dow Inc shares in Q3 2025, an estimated $623K.
  • SS&H Financial Advisors first reported a position in Dow Inc in Q1 2022 and held it in 13 quarters.
  • SS&H Financial Advisors's Dow Inc position peaked at $1.1M in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on SS&H Financial Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.