Van Hulzen Asset Management’s Dow Inc DOW Stock Holding History

Van Hulzen Asset Management’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 Q1	–	Sell	-1,110	Closed	-$44.5K	–	500
2024 Q4	$44.5K	Buy	+1,110	New	+$51.8K	﹤0.01%	529
2022 Q3	–	Sell	-141,411	Closed	-$7.3M	–	287
2022 Q2	$7.3M	Buy	141,411 +7,482	+6%	+$479K	0.87%	35
2022 Q1	$8.53M	Buy	133,929 +113,820	+566%	+$6.87M	0.9%	34
2021 Q4	$1.14M	Sell	20,109 -52,191	-72%	-$2.98M	0.12%	113
2021 Q3	$4.16M	Buy	72,300 +11,800	+20%	+$722K	0.62%	48
2021 Q2	$3.83M	Buy	60,500 +9,400	+18%	+$621K	0.57%	50
2021 Q1	$3.27M	Buy	+51,100	New	+$3.06M	0.52%	55

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Van Hulzen Asset Management's DOW Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 1,110 shares — an estimated $44.5K sold.

Van Hulzen Asset Management first reported a position in DOW in Q1 2021 and held it in 7 quarters. The position peaked at $8.53M in Q1 2022. 1,344 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

Van Hulzen Asset Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 1,110 Dow Inc shares in Q1 2025, an estimated $44.5K.
Van Hulzen Asset Management first reported a position in Dow Inc in Q1 2021 and held it in 7 quarters.
Van Hulzen Asset Management's Dow Inc position peaked at $8.53M in Q1 2022.
1,344 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.