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Stoneridge Investment Partners’s Dow Inc DOW Stock Holding History

Stoneridge Investment Partners’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
Q1 		– Sell
-13,792
Closed -$553K – 127
2024
Q4 		$553K Hold
13,792
– – 0.2% 83
2024
Q3 		$753K Buy
+13,792
New +$728K 0.28% 71

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Stoneridge Investment Partners's DOW Position: Q1 2025 in Review

Stoneridge Investment Partners sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 13,792 shares — an estimated $553K sold.

Stoneridge Investment Partners first reported a position in DOW in Q3 2024 and held it in 2 quarters. The position peaked at $753K in Q3 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Stoneridge Investment Partners reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 13,792 Dow Inc shares in Q1 2025, an estimated $553K.
  • Stoneridge Investment Partners first reported a position in Dow Inc in Q3 2024 and held it in 2 quarters.
  • Stoneridge Investment Partners's Dow Inc position peaked at $753K in Q3 2024.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Stoneridge Investment Partners's 13F filing for Q1 2025, filed 14 May 2025.