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Vest Financial’s Dow Inc DOW Stock Holding History

Vest Financial’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
-21,894
Closed -$879K – 412
2024
Q4 		$879K Sell
21,894
-7,452
-25% -$348K 0.02% 237
2024
Q3 		$1.6M Sell
29,346
-2,943
-9% -$155K 0.03% 135
2024
Q2 		$1.71M Sell
32,289
-7,844
-20% -$448K 0.04% 120
2024
Q1 		$2.32M Buy
40,133
+25,334
+171% +$1.4M 0.06% 118
2023
Q4 		$812K Buy
14,799
+3,846
+35% +$196K 0.03% 114
2023
Q3 		$565K Buy
10,953
+4,711
+75% +$253K 0.03% 114
2023
Q2 		$332K Buy
+6,242
New +$332K 0.03% 112

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
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

Vest Financial's DOW Position: Q1 2025 in Review

Vest Financial sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 21,894 shares — an estimated $879K sold.

Vest Financial first reported a position in DOW in Q2 2023 and held it in 7 quarters. The position peaked at $2.32M in Q1 2024. 1,345 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • Vest Financial reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • Vest Financial sold 21,894 Dow Inc shares in Q1 2025, an estimated $879K.
  • Vest Financial first reported a position in Dow Inc in Q2 2023 and held it in 7 quarters.
  • Vest Financial's Dow Inc position peaked at $2.32M in Q1 2024.
  • 1,345 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on Vest Financial's 13F filing for Q1 2025, filed 11 Apr 2025.