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TrueWealth Advisors’s Dow Inc DOW Stock Holding History

TrueWealth 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
Q2 		– Sell
-7,575
Closed -$265K – 224
2025
Q1 		$265K Buy
7,575
+710
+10% +$27.3K 0.09% 177
2024
Q4 		$275K Buy
6,865
+1,182
+21% +$55.1K 0.09% 179
2024
Q3 		$310K Buy
5,683
+514
+10% +$27.1K 0.1% 171
2024
Q2 		$274K Sell
5,169
-804
-13% -$45.9K 0.1% 179
2024
Q1 		$346K Buy
5,973
+51
+0.9% +$2.82K 0.13% 127
2023
Q4 		$325K Buy
5,922
+209
+4% +$10.7K 0.13% 132
2023
Q3 		$295K Buy
5,713
+203
+4% +$10.9K 0.12% 131
2023
Q2 		$293K Buy
5,510
+310
+6% +$16.5K 0.12% 133
2023
Q1 		$285K Sell
5,200
-241
-4% -$13.6K 0.12% 143
2022
Q4 		$274K Buy
+5,441
New +$266K 0.12% 138

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TrueWealth Advisors's DOW Position: Q2 2025 in Review

TrueWealth Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 7,575 shares — an estimated $265K sold.

TrueWealth Advisors first reported a position in DOW in Q4 2022 and held it in 10 quarters. The position peaked at $346K in Q1 2024. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • TrueWealth Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • TrueWealth Advisors sold 7,575 Dow Inc shares in Q2 2025, an estimated $265K.
  • TrueWealth Advisors first reported a position in Dow Inc in Q4 2022 and held it in 10 quarters.
  • TrueWealth Advisors's Dow Inc position peaked at $346K in Q1 2024.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on TrueWealth Advisors's 13F filing for Q2 2025, filed 3 Jul 2025.