Stratos Wealth Advisors’s Dow Inc DOW Stock Holding History

Stratos Wealth 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	-6,849	Closed	-$239K	–	678
2025 Q1	$239K	Buy	6,849 +1,747	+34%	+$67.1K	0.01%	591
2024 Q4	$205K	Sell	5,102 -1,692	-25%	-$78.9K	0.01%	676
2024 Q3	$371K	Buy	6,794 +954	+16%	+$50.4K	0.02%	568
2024 Q2	$310K	Buy	5,840 +600	+11%	+$34.3K	0.02%	568
2024 Q1	$304K	Sell	5,240 -1,014	-16%	-$56K	0.02%	548
2023 Q4	$343K	Sell	6,254 -232	-4%	-$11.9K	0.02%	532
2023 Q3	$334K	Sell	6,486 -113	-2%	-$6.07K	0.02%	501
2023 Q2	$352K	Sell	6,599 -1,471	-18%	-$78.2K	0.02%	484
2023 Q1	$442K	Buy	8,070 +656	+9%	+$36.9K	0.03%	437
2022 Q4	$374K	Buy	7,414 +920	+14%	+$44.9K	0.03%	436
2022 Q3	$285K	Buy	6,494 +255	+4%	+$12.9K	0.03%	427
2022 Q2	$322K	Buy	6,239 +107	+2%	+$6.85K	0.03%	423
2022 Q1	$391K	Buy	6,132 +52	+0.9%	+$3.14K	0.03%	416
2021 Q4	$345K	Sell	6,080 -125	-2%	-$7.13K	0.02%	443
2021 Q3	$357K	Buy	6,205 +1,530	+33%	+$93.7K	0.03%	407
2021 Q2	$296K	Buy	+4,675	New	+$309K	0.03%	447

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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