SA
DOW icon

Strategic Advisors’s Dow Inc DOW Stock Holding History

Strategic 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
Q2 		– Sell
-7,602
Closed -$265K – 183
2025
Q1 		$265K Sell
7,602
-5,796
-43% -$223K 0.05% 164
2024
Q4 		$538K Sell
13,398
-371
-3% -$17.3K 0.1% 129
2024
Q3 		$752K Sell
13,769
-910
-6% -$48K 0.14% 119
2024
Q2 		$779K Sell
14,679
-1,499
-9% -$85.6K 0.15% 115
2024
Q1 		$937K Sell
16,178
-408
-2% -$22.5K 0.18% 105
2023
Q4 		$910K Sell
16,586
-51
-0.3% -$2.61K 0.17% 106
2023
Q3 		$858K Buy
16,637
+297
+2% +$15.9K 0.17% 110
2023
Q2 		$870K Sell
16,340
-2,000
-11% -$106K 0.17% 111
2023
Q1 		$1.01M Buy
18,340
+9,000
+96% +$506K 0.2% 94
2022
Q4 		$471K Buy
9,340
+961
+11% +$46.9K 0.1% 131
2022
Q3 		$368K Buy
8,379
+1,823
+28% +$92.4K 0.08% 141
2022
Q2 		$338K Buy
6,556
+2,440
+59% +$156K 0.07% 147
2022
Q1 		$262K Sell
4,116
-333
-7% -$20.1K 0.05% 167
2021
Q4 		$252K Hold
4,449
– – 0.04% 175
2021
Q3 		$256K Sell
4,449
-232
-5% -$14.2K 0.06% 159
2021
Q2 		$296K Buy
4,681
+77
+2% +$5.08K 0.08% 138
2021
Q1 		$294K Sell
4,604
-2,092
-31% -$125K 0.09% 130
2020
Q4 		$391K Sell
6,696
-641
-9% -$33.1K 0.11% 116
2020
Q3 		$356K Sell
7,337
-586
-7% -$26.3K 0.12% 115
2020
Q2 		$351K Sell
7,923
-1,858
-19% -$68K 0.13% 108
2020
Q1 		$340K Sell
9,781
-337
-3% -$14.3K 0.15% 106
2019
Q4 		$554K Sell
10,118
-1,251
-11% -$64.6K 0.19% 102
2019
Q3 		$542K Buy
+11,369
New +$532K 0.2% 96

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Advisors's DOW Position: Q2 2025 in Review

Strategic Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 7,602 shares — an estimated $265K sold.

Strategic Advisors first reported a position in DOW in Q3 2019 and held it in 23 quarters. The position peaked at $1.01M in Q1 2023. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Strategic Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Strategic Advisors sold 7,602 Dow Inc shares in Q2 2025, an estimated $265K.
  • Strategic Advisors first reported a position in Dow Inc in Q3 2019 and held it in 23 quarters.
  • Strategic Advisors's Dow Inc position peaked at $1.01M in Q1 2023.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Strategic Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.