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Steel Grove Capital Advisors’s Dow Inc DOW Stock Holding History

Steel Grove Capital 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
Q4 		– Sell
-56,031
Closed -$1.48M – 209
2025
Q3 		$1.48M Hold
56,031
– – 0.18% 82
2025
Q2 		$1.48M Buy
56,031
+9,596
+21% +$279K 0.18% 82
2025
Q1 		$1.62M Buy
46,435
+40,328
+660% +$1.55M 0.25% 62
2024
Q4 		$245K Sell
6,107
-23,426
-79% -$1.09M 0.03% 165
2024
Q3 		$1.63M Sell
29,533
-669
-2% -$35.3K 0.23% 68
2024
Q2 		$1.6M Sell
30,202
-3,268
-10% -$187K 0.22% 67
2024
Q1 		$1.94M Buy
33,470
+23,362
+231% +$1.29M 0.26% 52
2023
Q4 		$554K Sell
10,108
-26,662
-73% -$1.36M 0.07% 94
2023
Q3 		$1.9M Sell
36,770
-526
-1% -$28.2K 0.25% 58
2023
Q2 		$1.99M Buy
37,296
+1,537
+4% +$81.7K 0.25% 61
2023
Q1 		$1.96M Buy
35,759
+1,425
+4% +$80.2K 0.26% 62
2022
Q4 		$1.73M Buy
34,334
+411
+1% +$20.1K 0.25% 66
2022
Q3 		$1.49M Buy
33,923
+3,310
+11% +$168K 0.26% 62
2022
Q2 		$1.58M Buy
30,613
+894
+3% +$57.3K 0.29% 56
2022
Q1 		$1.89M Buy
29,719
+19,873
+202% +$1.2M 0.3% 44
2021
Q4 		$558K Sell
9,846
-17,326
-64% -$988K 0.11% 83
2021
Q3 		$1.56M Buy
27,172
+1,355
+5% +$82.9K 0.36% 50
2021
Q2 		$1.63M Buy
+25,817
New +$1.7M 0.45% 47

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steel Grove Capital Advisors's DOW Position: Q4 2025 in Review

Steel Grove Capital Advisors sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 56,031 shares — an estimated $1.48M sold.

Steel Grove Capital Advisors first reported a position in DOW in Q2 2021 and held it in 18 quarters. The position peaked at $1.99M in Q2 2023. 1,118 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • Steel Grove Capital Advisors reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • Steel Grove Capital Advisors sold 56,031 Dow Inc shares in Q4 2025, an estimated $1.48M.
  • Steel Grove Capital Advisors first reported a position in Dow Inc in Q2 2021 and held it in 18 quarters.
  • Steel Grove Capital Advisors's Dow Inc position peaked at $1.99M in Q2 2023.
  • 1,118 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.