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Summit X LLC’s Dow Inc DOW Stock Holding History

Summit X LLC’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
Q3 		– Sell
-17,768
Closed -$470K – 61
2025
Q2 		$470K Sell
17,768
-793
-4% -$23.1K 0.09% 150
2025
Q1 		$648K Sell
18,561
-774
-4% -$29.7K 0.14% 113
2024
Q4 		$776K Buy
19,335
+257
+1% +$12K 0.17% 93
2024
Q3 		$1.01M Sell
19,078
-540
-3% -$28.5K 0.25% 82
2024
Q2 		$1.04M Buy
19,618
+611
+3% +$34.9K 0.23% 83
2024
Q1 		$1.1M Buy
19,007
+940
+5% +$51.9K 0.28% 71
2023
Q4 		$991K Sell
18,067
-217
-1% -$11.1K 0.28% 72
2023
Q3 		$943K Buy
18,284
+45
+0.2% +$2.42K 0.3% 70
2023
Q2 		$972K Sell
18,239
-415
-2% -$22.1K 0.24% 84
2023
Q1 		$1.02M Sell
18,654
-849
-4% -$47.8K 0.26% 77
2022
Q4 		$1.01M Buy
19,503
+262
+1% +$12.8K 0.29% 78
2022
Q3 		$841K Sell
19,241
-264
-1% -$13.4K 0.25% 87
2022
Q2 		$1M Sell
19,505
-392
-2% -$25.1K 0.29% 78
2022
Q1 		$1.26M Buy
19,897
+841
+4% +$50.7K 0.31% 70
2021
Q4 		$1.08M Buy
19,056
+911
+5% +$51.9K 0.25% 91
2021
Q3 		$1.05M Buy
18,145
+497
+3% +$30.4K 0.26% 90
2021
Q2 		$1.12M Buy
17,648
+409
+2% +$27K 0.28% 87
2021
Q1 		$1.1M Sell
17,239
-422
-2% -$25.3K 0.3% 80
2020
Q4 		$983K Buy
+17,661
New +$912K 0.29% 83
2020
Q2 		$1.54M Buy
+37,732
New +$1.38M 0.57% 47

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Summit X LLC's DOW Position: Q3 2025 in Review

Summit X LLC sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 17,768 shares — an estimated $470K sold.

Summit X LLC first reported a position in DOW in Q2 2020 and held it in 20 quarters. The position peaked at $1.54M in Q2 2020. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Summit X LLC reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 17,768 Dow Inc shares in Q3 2025, an estimated $470K.
  • Summit X LLC first reported a position in Dow Inc in Q2 2020 and held it in 20 quarters.
  • Summit X LLC's Dow Inc position peaked at $1.54M in Q2 2020.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.