WAP
DOW icon

Wealthcare Advisory Partners’s Dow Inc DOW Stock Holding History

Wealthcare Advisory Partners’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
Q3 		– Sell
-8,477
Closed -$224K – 1029
2025
Q2 		$224K Buy
8,477
+2,678
+46% +$77.9K 0.01% 898
2025
Q1 		$203K Sell
5,799
-1,061
-15% -$40.7K 0.01% 865
2024
Q4 		$275K Sell
6,860
-36
-0.5% -$1.68K 0.01% 742
2024
Q3 		$377K Sell
6,896
-2,125
-24% -$112K 0.01% 641
2024
Q2 		$479K Buy
9,021
+880
+11% +$50.3K 0.02% 547
2024
Q1 		$472K Buy
8,141
+1,856
+30% +$103K 0.02% 551
2023
Q4 		$345K Buy
6,285
+269
+4% +$13.7K 0.01% 570
2023
Q3 		$310K Buy
6,016
+196
+3% +$10.5K 0.01% 542
2023
Q2 		$310K Buy
5,820
+56
+1% +$2.98K 0.01% 553
2023
Q1 		$316K Sell
5,764
-544
-9% -$30.6K 0.01% 567
2022
Q4 		$318K Buy
6,308
+156
+3% +$7.62K 0.02% 519
2022
Q3 		$270K Sell
6,152
-3,931
-39% -$199K 0.02% 508
2022
Q2 		$520K Sell
10,083
-7,067
-41% -$453K 0.03% 318
2022
Q1 		$1.09M Buy
17,150
+348
+2% +$21K 0.07% 177
2021
Q4 		$953K Buy
16,802
+8,542
+103% +$487K 0.06% 205
2021
Q3 		$475K Sell
8,260
-2,503
-23% -$153K 0.03% 328
2021
Q2 		$681K Sell
10,763
-65
-0.6% -$4.29K 0.05% 255
2021
Q1 		$692K Buy
10,828
+4,487
+71% +$269K 0.05% 233
2020
Q4 		$352K Buy
+6,341
New +$327K 0.03% 298
2020
Q2 		– Sell
-1,019
Closed -$30K – 567
2020
Q1 		$30K Sell
1,019
-55
-5% -$2.34K ﹤0.01% 621
2019
Q4 		$59K Sell
1,074
-235
-18% -$12.1K 0.01% 512
2019
Q3 		$62K Sell
1,309
-98
-7% -$4.59K 0.01% 486
2019
Q2 		$69K Buy
+1,407
New +$74.3K 0.01% 444

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthcare Advisory Partners's DOW Position: Q3 2025 in Review

Wealthcare Advisory Partners sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 8,477 shares — an estimated $224K sold.

Wealthcare Advisory Partners first reported a position in DOW in Q2 2019 and held it in 23 quarters. The position peaked at $1.09M in Q1 2022. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Wealthcare Advisory Partners reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 8,477 Dow Inc shares in Q3 2025, an estimated $224K.
  • Wealthcare Advisory Partners first reported a position in Dow Inc in Q2 2019 and held it in 23 quarters.
  • Wealthcare Advisory Partners's Dow Inc position peaked at $1.09M in Q1 2022.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2025, filed 7 Nov 2025.