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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
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

Stratos Wealth Advisors's DOW Position: Q2 2025 in Review

Stratos Wealth Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 6,849 shares — an estimated $239K sold.

Stratos Wealth Advisors first reported a position in DOW in Q2 2021 and held it in 16 quarters. The position peaked at $442K in Q1 2023. 1,213 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Stratos Wealth Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 6,849 Dow Inc shares in Q2 2025, an estimated $239K.
  • Stratos Wealth Advisors first reported a position in Dow Inc in Q2 2021 and held it in 16 quarters.
  • Stratos Wealth Advisors's Dow Inc position peaked at $442K in Q1 2023.
  • 1,213 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Stratos Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.