swisspartners Advisors’s Dow Inc DOW Stock Holding History

swisspartners 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 Q3	–	Sell	-156,385	Closed	-$4.14M	–	24
2025 Q2	$4.14M	Buy	156,385 +15,300	+11%	+$445K	3.9%	13
2025 Q1	$4.36M	Buy	141,085 +8,330	+6%	+$320K	4.59%	12
2024 Q4	$4.84M	Buy	132,755 +7,275	+6%	+$339K	5.21%	11
2024 Q3	$5.8M	Buy	125,480 +5,100	+4%	+$269K	5.34%	9
2024 Q2	$5.77M	Buy	120,380 +2,050	+2%	+$117K	5.83%	9
2024 Q1	$6.18M	Buy	118,330 +2,490	+2%	+$138K	5.1%	9
2023 Q4	$5.35M	Sell	115,840 -760	-0.7%	-$38.8K	4.67%	8
2023 Q3	$5.5M	Buy	116,600 +550	+0.5%	+$29.5K	4.84%	10
2023 Q2	$6.18M	Buy	116,050 +960	+0.8%	+$51K	4.99%	8
2023 Q1	$6.31M	Sell	115,090 -770	-0.7%	-$43.3K	5.26%	7
2022 Q4	$5.84M	Sell	115,860 -870	-0.7%	-$42.5K	5.21%	8
2022 Q3	$5.13M	Buy	+116,730	New	+$5.92M	5.05%	8

Other funds holding DOW

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

BlackRock New York $5.72T 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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return