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Venturi Wealth Management’s Dow Inc DOW Stock Holding History

Venturi Wealth 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
-1,736
Closed -$69.7K – 901
2024
Q4 		$69.7K Buy
1,736
+1,106
+176% +$51.6K ﹤0.01% 914
2024
Q3 		$34.4K Sell
630
-91
-13% -$4.8K ﹤0.01% 868
2024
Q2 		$38.3K Hold
721
– – ﹤0.01% 747
2024
Q1 		$41.8K Buy
721
+8
+1% +$442 ﹤0.01% 541
2023
Q4 		$39.1K Buy
713
+81
+13% +$4.14K ﹤0.01% 534
2023
Q3 		$32.6K Buy
632
+50
+9% +$2.68K ﹤0.01% 530
2023
Q2 		$31K Buy
582
+19
+3% +$1.01K ﹤0.01% 485
2023
Q1 		$30.9K Buy
+563
New +$31.7K ﹤0.01% 532

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 $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Venturi Wealth Management's DOW Position: Q1 2025 in Review

Venturi Wealth Management sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 1,736 shares — an estimated $69.7K sold.

Venturi Wealth Management first reported a position in DOW in Q1 2023 and held it in 8 quarters. The position peaked at $69.7K in Q4 2024. 1,347 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Venturi Wealth Management reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,736 Dow Inc shares in Q1 2025, an estimated $69.7K.
  • Venturi Wealth Management first reported a position in Dow Inc in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Dow Inc position peaked at $69.7K in Q4 2024.
  • 1,347 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.