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Taylor Financial Group’s Dow Inc DOW Stock Holding History

Taylor Financial Group’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
-8,575
Closed -$227K – 106
2025
Q2 		$227K Buy
8,575
+2,500
+41% +$72.7K 0.14% 95
2025
Q1 		$212K Buy
+6,075
New +$233K 0.15% 93
2024
Q4 		– Sell
-3,863
Closed -$211K – 98
2024
Q3 		$211K Hold
3,863
– – 0.15% 97
2024
Q2 		$205K Hold
3,863
– – 0.16% 87
2024
Q1 		$224K Hold
3,863
– – 0.17% 85
2023
Q4 		$212K Buy
+3,863
New +$197K 0.17% 85

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Taylor Financial Group's DOW Position: Q3 2025 in Review

Taylor Financial Group sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 8,575 shares — an estimated $227K sold.

Taylor Financial Group first reported a position in DOW in Q4 2023 and held it in 6 quarters. The position peaked at $227K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Taylor Financial Group reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Taylor Financial Group sold 8,575 Dow Inc shares in Q3 2025, an estimated $227K.
  • Taylor Financial Group first reported a position in Dow Inc in Q4 2023 and held it in 6 quarters.
  • Taylor Financial Group's Dow Inc position peaked at $227K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Taylor Financial Group's 13F filing for Q3 2025, filed 31 Oct 2025.