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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
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

swisspartners Advisors's DOW Position: Q3 2025 in Review

swisspartners Advisors sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 156,385 shares — an estimated $4.14M sold.

swisspartners Advisors first reported a position in DOW in Q3 2022 and held it in 12 quarters. The position peaked at $6.31M in Q1 2023. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • swisspartners Advisors reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • swisspartners Advisors sold 156,385 Dow Inc shares in Q3 2025, an estimated $4.14M.
  • swisspartners Advisors first reported a position in Dow Inc in Q3 2022 and held it in 12 quarters.
  • swisspartners Advisors's Dow Inc position peaked at $6.31M in Q1 2023.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on swisspartners Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.