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Stonegate Investment Group’s Dow Inc DOW Stock Holding History

Stonegate Investment 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
Q3 		$570K Buy
24,841
+1,598
+7% +$39.8K 0.01% 237
2025
Q2 		$615K Buy
23,243
+3,975
+21% +$116K 0.02% 218
2025
Q1 		$673K Buy
19,268
+4,266
+28% +$164K 0.02% 188
2024
Q4 		$602K Buy
15,002
+1,334
+10% +$62.2K 0.02% 194
2024
Q3 		$747K Buy
13,668
+8,447
+162% +$446K 0.02% 189
2024
Q2 		$277K Buy
5,221
+866
+20% +$49.5K 0.01% 281
2024
Q1 		$252K Sell
4,355
-1,031
-19% -$57K 0.01% 278
2023
Q4 		$295K Buy
5,386
+99
+2% +$5.06K 0.01% 253
2023
Q3 		$273K Sell
5,287
-2,138
-29% -$115K 0.01% 255
2023
Q2 		$395K Sell
7,425
-218
-3% -$11.6K 0.01% 221
2023
Q1 		$419K Sell
7,643
-514
-6% -$28.9K 0.02% 219
2022
Q4 		$411K Sell
8,157
-1,047
-11% -$51.1K 0.02% 218
2022
Q3 		$404K Buy
9,204
+1,075
+13% +$54.5K 0.02% 200
2022
Q2 		$420K Buy
+8,129
New +$521K 0.02% 200

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

Stonegate Investment Group's DOW Position: Q3 2025 in Review

Stonegate Investment Group increased its Dow Inc (DOW) stake by 6.9% in Q3 2025, buying an estimated $39.8K and bringing the position to 24,841 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #237.

Stonegate Investment Group first reported a position in DOW in Q2 2022 and has held it in 14 quarters since. The position peaked at $747K in Q3 2024. 1,104 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Stonegate Investment Group held 24,841 shares of Dow Inc worth $570K as of Q3 2025.
  • Stonegate Investment Group bought 1,598 Dow Inc shares in Q3 2025, an estimated $39.8K.
  • Dow Inc made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #237 holding.
  • Stonegate Investment Group first reported a position in Dow Inc in Q2 2022 and has held it in 14 quarters since.
  • Stonegate Investment Group's Dow Inc position peaked at $747K in Q3 2024.
  • 1,104 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.