Valmark Advisers’s Dow Inc DOW Stock Holding History

Valmark Advisers’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 Q4	–	Sell	-4,959	Closed	-$271K	–	599
2024 Q3	$271K	Buy	4,959 +1,099	+28%	+$58K	﹤0.01%	519
2024 Q2	$205K	Buy	3,860 +154	+4%	+$8.8K	﹤0.01%	545
2024 Q1	$215K	Buy	3,706 +13	+0.4%	+$718	﹤0.01%	516
2023 Q4	$203K	Buy	+3,693	New	+$189K	﹤0.01%	489
2023 Q3	–	Sell	-3,781	Closed	-$201K	–	472
2023 Q2	$201K	Buy	3,781 +21	+0.6%	+$1.12K	﹤0.01%	466
2023 Q1	$206K	Buy	+3,760	New	+$212K	﹤0.01%	458

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers's DOW Position: Q4 2024 in Review

Valmark Advisers sold out of Dow Inc (DOW) in Q4 2024, closing a stake of 4,959 shares — an estimated $271K sold.

Valmark Advisers first reported a position in DOW in Q1 2023 and held it in 6 quarters. The position peaked at $271K in Q3 2024. 1,424 funds tracked by Wall St. Rank hold DOW as of Q4 2024.

Valmark Advisers reported no remaining Dow Inc position as of Q4 2024 after selling out during the quarter.
Valmark Advisers sold 4,959 Dow Inc shares in Q4 2024, an estimated $271K.
Valmark Advisers first reported a position in Dow Inc in Q1 2023 and held it in 6 quarters.
Valmark Advisers's Dow Inc position peaked at $271K in Q3 2024.
1,424 funds tracked by Wall St. Rank held Dow Inc as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.