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tru Independence’s Dow Inc DOW Stock Holding History

tru Independence’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
Q4 		– Sell
-70,482
Closed -$1.62M – 135
2025
Q3 		$1.62M Sell
70,482
-10,418
-13% -$260K 0.42% 57
2025
Q2 		$2.14M Sell
80,900
-695
-0.9% -$20.2K 0.62% 52
2025
Q1 		$2.85M Buy
81,595
+6,682
+9% +$257K 0.88% 47
2024
Q4 		$3.01M Sell
74,913
-2,597
-3% -$121K 0.94% 46
2024
Q3 		$4.23M Sell
77,510
-851
-1% -$44.9K 1.24% 41
2024
Q2 		$4.16M Sell
78,361
-955
-1% -$54.6K 1.26% 43
2024
Q1 		$4.59M Sell
79,316
-2,188
-3% -$121K 1.35% 39
2023
Q4 		$4.47M Sell
81,504
-1,153
-1% -$58.9K 1.36% 38
2023
Q3 		$4.26M Sell
82,657
-1,005
-1% -$54K 1.47% 32
2023
Q2 		$4.46M Sell
83,662
-4,599
-5% -$244K 1.47% 34
2023
Q1 		$4.84M Sell
88,261
-15,575
-15% -$876K 1.56% 30
2022
Q4 		$5.23M Sell
103,836
-1,647
-2% -$80.5K 1.7% 30
2022
Q3 		$4.63M Buy
105,483
+2,601
+3% +$132K 1.64% 29
2022
Q2 		$5.31M Sell
102,882
-1,218
-1% -$78K 1.71% 23
2022
Q1 		$6.63M Buy
104,100
+321
+0.3% +$19.4K 1.8% 13
2021
Q4 		$5.89M Buy
103,779
+203
+0.2% +$11.6K 1.6% 25
2021
Q3 		$5.96M Sell
103,576
-1,503
-1% -$92K 1.67% 21
2021
Q2 		$6.65M Sell
105,079
-800
-0.8% -$52.8K 1.96% 12
2021
Q1 		$6.77M Sell
105,879
-1,487
-1% -$89K 1.28% 15
2020
Q4 		$5.96K Sell
107,366
-6,264
-6% -$323K 0.01% 281
2020
Q3 		$5.35M Sell
113,630
-19,262
-14% -$865K 1.52% 19
2020
Q2 		$5.42K Sell
132,892
-14,049
-10% -$514K 0.78% 26
2020
Q1 		$4.3K Buy
146,941
+23,666
+19% +$1.01M 0.7% 33
2019
Q4 		$6.65M Buy
+123,275
New +$6.37M 0.96% 37

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

tru Independence's DOW Position: Q4 2025 in Review

tru Independence sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 70,482 shares — an estimated $1.62M sold.

tru Independence first reported a position in DOW in Q4 2019 and held it in 24 quarters. The position peaked at $6.77M in Q1 2021. 1,118 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

  • tru Independence reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
  • tru Independence sold 70,482 Dow Inc shares in Q4 2025, an estimated $1.62M.
  • tru Independence first reported a position in Dow Inc in Q4 2019 and held it in 24 quarters.
  • tru Independence's Dow Inc position peaked at $6.77M in Q1 2021.
  • 1,118 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on tru Independence's 13F filing for Q4 2025, filed 22 Jan 2026.