Unique Wealth Strategies’s Dow Inc DOW Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-37	Closed	-$2.14K	–	338
2024 Q2	$2.14K	Buy	+37	New	+$2.11K	﹤0.01%	477
2024 Q1	–	Sell	-13,090	Closed	-$718K	–	190
2023 Q4	$718K	Buy	+13,090	New	+$669K	0.48%	79

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Unique Wealth Strategies's DOW Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Dow Inc (DOW) in Q3 2024, closing a stake of 37 shares — an estimated $2.14K sold.

Unique Wealth Strategies first reported a position in DOW in Q4 2023 and held it in 2 quarters. The position peaked at $718K in Q4 2023. 1,491 funds tracked by Wall St. Rank hold DOW as of Q3 2024.

Unique Wealth Strategies reported no remaining Dow Inc position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 37 Dow Inc shares in Q3 2024, an estimated $2.14K.
Unique Wealth Strategies first reported a position in Dow Inc in Q4 2023 and held it in 2 quarters.
Unique Wealth Strategies's Dow Inc position peaked at $718K in Q4 2023.
1,491 funds tracked by Wall St. Rank held Dow Inc as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.