WA
DOW icon

WealthTrust Axiom’s Dow Inc DOW Stock Holding History

WealthTrust Axiom’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
-9,229
Closed -$244K – 272
2025
Q2 		$244K Sell
9,229
-1,246
-12% -$36.2K 0.07% 215
2025
Q1 		$366K Sell
10,475
-5
-0% -$192 0.11% 166
2024
Q4 		$421K Buy
10,480
+390
+4% +$18.2K 0.13% 151
2024
Q3 		$551K Sell
10,090
-95
-0.9% -$5.01K 0.16% 128
2024
Q2 		$540K Sell
10,185
-312
-3% -$17.8K 0.18% 122
2024
Q1 		$608K Buy
10,497
+51
+0.5% +$2.82K 0.2% 111
2023
Q4 		$573K Buy
10,446
+62
+0.6% +$3.17K 0.19% 112
2023
Q3 		$535K Sell
10,384
-85
-0.8% -$4.56K 0.19% 109
2023
Q2 		$558K Hold
10,469
– – 0.19% 114
2023
Q1 		$574K Buy
10,469
+281
+3% +$15.8K 0.2% 109
2022
Q4 		$513K Sell
10,188
-230
-2% -$11.2K 0.18% 117
2022
Q3 		$457K Sell
10,418
-33
-0.3% -$1.67K 0.17% 116
2022
Q2 		$539K Sell
10,451
-259
-2% -$16.6K 0.19% 108
2022
Q1 		$682K Hold
10,710
– – 0.21% 98
2021
Q4 		$607K Sell
10,710
-59
-0.5% -$3.36K 0.19% 105
2021
Q3 		$619K Sell
10,769
-1,178
-10% -$72.1K 0.21% 101
2021
Q2 		$756K Buy
11,947
+427
+4% +$28.2K 0.24% 91
2021
Q1 		$736K Sell
11,520
-187
-2% -$11.2K 0.25% 89
2020
Q4 		$649K Buy
11,707
+1,000
+9% +$51.6K 0.24% 91
2020
Q3 		$503K Sell
10,707
-461
-4% -$20.7K 0.22% 95
2020
Q2 		$455K Sell
11,168
-166
-1% -$6.08K 0.2% 96
2020
Q1 		$331K Buy
11,334
+51
+0.5% +$2.17K 0.16% 112
2019
Q4 		$617K Sell
11,283
-412
-4% -$21.3K 0.21% 97
2019
Q3 		$557K Sell
11,695
-250
-2% -$11.7K 0.2% 100
2019
Q2 		$589K Buy
+11,945
New +$631K 0.2% 103

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
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

WealthTrust Axiom's DOW Position: Q3 2025 in Review

WealthTrust Axiom sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 9,229 shares — an estimated $244K sold.

WealthTrust Axiom first reported a position in DOW in Q2 2019 and held it in 25 quarters. The position peaked at $756K in Q2 2021. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • WealthTrust Axiom reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • WealthTrust Axiom sold 9,229 Dow Inc shares in Q3 2025, an estimated $244K.
  • WealthTrust Axiom first reported a position in Dow Inc in Q2 2019 and held it in 25 quarters.
  • WealthTrust Axiom's Dow Inc position peaked at $756K in Q2 2021.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on WealthTrust Axiom's 13F filing for Q3 2025, filed 14 Nov 2025.