Stephens Consulting’s Dow Inc DOW Stock Holding History

Stephens Consulting’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	$48.9K	Buy	2,091 +44	+2%	+$1.01K	0.02%	144
2025 Q3	$46.9K	Sell	2,047 -984	-32%	-$24.5K	0.02%	145
2025 Q2	$80.3K	Sell	3,031 -17	-0.6%	-$495	0.02%	149
2025 Q1	$106K	Buy	3,048 +300	+11%	+$11.5K	0.03%	136
2024 Q4	$110K	Sell	2,748 -400	-13%	-$18.7K	0.03%	135
2024 Q3	$172K	Hold	3,148	–	–	0.04%	101
2024 Q2	$167K	Sell	3,148 -4	-0.1%	-$229	0.05%	94
2024 Q1	$183K	Buy	3,152 +1,400	+80%	+$77.4K	0.06%	84
2023 Q4	$96.1K	Hold	1,752	–	–	0.03%	122
2023 Q3	$90.3K	Hold	1,752	–	–	0.04%	122
2023 Q2	$93.3K	Hold	1,752	–	–	0.04%	114
2023 Q1	$96K	Hold	1,752	–	–	0.06%	114
2022 Q4	$88.3K	Sell	1,752 -372	-18%	-$18.2K	0.06%	116
2022 Q3	$93.3K	Hold	2,124	–	–	0.08%	107
2022 Q2	$110K	Sell	2,124 -486	-19%	-$31.1K	0.09%	95
2022 Q1	$166K	Sell	2,610 -350	-12%	-$21.1K	0.14%	89
2021 Q4	$168K	Buy	+2,960	New	+$169K	0.14%	109

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Stephens Consulting's DOW Position: Q4 2025 in Review

Stephens Consulting increased its Dow Inc (DOW) stake by 2.1% in Q4 2025, buying an estimated $1.01K and bringing the position to 2,091 shares worth $48.9K. The position accounts for 0.02% of the portfolio, ranked #144.

Stephens Consulting first reported a position in DOW in Q4 2021 and has held it in 17 quarters since. The position peaked at $183K in Q1 2024. 1,118 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

Stephens Consulting held 2,091 shares of Dow Inc worth $48.9K as of Q4 2025.
Stephens Consulting bought 44 Dow Inc shares in Q4 2025, an estimated $1.01K.
Dow Inc made up 0.02% of Stephens Consulting's portfolio in Q4 2025, its #144 holding.
Stephens Consulting first reported a position in Dow Inc in Q4 2021 and has held it in 17 quarters since.
Stephens Consulting's Dow Inc position peaked at $183K in Q1 2024.
1,118 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.