Stanley-Laman Group’s Dow Inc DOW Stock Holding History

Stanley-Laman 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	-68,465	Closed	-$2.39M	–	292
2025 Q1	$2.39M	Buy	68,465 +5,834	+9%	+$224K	0.37%	114
2024 Q4	$2.51M	Sell	62,631 -1,244	-2%	-$58K	0.35%	119
2024 Q3	$3.49M	Buy	63,875 +11,839	+23%	+$625K	0.49%	98
2024 Q2	$2.76M	Buy	52,036 +2,322	+5%	+$133K	0.4%	116
2024 Q1	$2.88M	Buy	49,714 +234	+0.5%	+$12.9K	0.4%	109
2023 Q4	$2.71M	Sell	49,480 -720	-1%	-$36.8K	0.42%	102
2023 Q3	$2.59M	Sell	50,200 -1,904	-4%	-$102K	0.44%	102
2023 Q2	$2.78M	Sell	52,104 -923	-2%	-$49.1K	0.46%	94
2023 Q1	$2.91M	Sell	53,027 -855	-2%	-$48.1K	0.52%	88
2022 Q4	$2.72M	Buy	53,882 +5,579	+12%	+$273K	0.52%	93
2022 Q3	$2.12M	Buy	48,303 +4,822	+11%	+$244K	0.4%	104
2022 Q2	$2.24M	Buy	43,481 +1,393	+3%	+$89.2K	0.4%	105
2022 Q1	$2.68M	Buy	42,088 +4,764	+13%	+$287K	0.37%	94
2021 Q4	$2.12M	Buy	37,324 +9,616	+35%	+$548K	0.25%	133
2021 Q3	$1.59M	Buy	27,708 +4,106	+17%	+$251K	0.21%	151
2021 Q2	$1.49M	Buy	23,602 +4,710	+25%	+$311K	0.21%	151
2021 Q1	$1.21M	Buy	+18,892	New	+$1.13M	0.2%	158

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return