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Strait & Sound Wealth Management’s Dow Inc DOW Stock Holding History

Strait & Sound Wealth Management’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
-30,440
Closed -$1.06M – 148
2025
Q1 		$1.06M Buy
30,440
+17,640
+138% +$677K 0.49% 45
2024
Q4 		$514K Buy
12,800
+2,471
+24% +$115K 0.24% 76
2024
Q3 		$564K Buy
10,329
+3,292
+47% +$174K 0.27% 65
2024
Q2 		$373K Buy
+7,037
New +$402K 0.19% 91

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

Strait & Sound Wealth Management's DOW Position: Q2 2025 in Review

Strait & Sound Wealth Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 30,440 shares — an estimated $1.06M sold.

Strait & Sound Wealth Management first reported a position in DOW in Q2 2024 and held it in 4 quarters. The position peaked at $1.06M in Q1 2025. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Strait & Sound Wealth Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 30,440 Dow Inc shares in Q2 2025, an estimated $1.06M.
  • Strait & Sound Wealth Management first reported a position in Dow Inc in Q2 2024 and held it in 4 quarters.
  • Strait & Sound Wealth Management's Dow Inc position peaked at $1.06M in Q1 2025.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2025, filed 31 Jul 2025.