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WealthTrak Capital Management’s Dow Inc DOW Stock Holding History

WealthTrak Capital 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
Q3 		– Sell
-90
Closed -$2.38K – 309
2025
Q2 		$2.38K Buy
90
+75
+500% +$2.18K ﹤0.01% 414
2025
Q1 		$524 Sell
15
-25
-63% -$960 ﹤0.01% 642
2024
Q4 		$1.61K Buy
+40
New +$1.87K ﹤0.01% 356

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

WealthTrak Capital Management's DOW Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 90 shares — an estimated $2.38K sold.

WealthTrak Capital Management first reported a position in DOW in Q4 2024 and held it in 3 quarters. The position peaked at $2.38K in Q2 2025. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 90 Dow Inc shares in Q3 2025, an estimated $2.38K.
  • WealthTrak Capital Management first reported a position in Dow Inc in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Dow Inc position peaked at $2.38K in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.