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West Family Investments’s Dow Inc DOW Stock Holding History

West Family Investments’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
-5,054
Closed -$203K – 290
2024
Q4 		$203K Buy
5,054
+718
+17% +$33.5K 0.07% 264
2024
Q3 		$237K Buy
+4,336
New +$229K 0.08% 244
2021
Q3 		– Sell
-3,582
Closed -$227K – 355
2021
Q2 		$227K Buy
+3,582
New +$237K 0.06% 295

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Family Investments's DOW Position: Q1 2025 in Review

West Family Investments sold out of Dow Inc (DOW) in Q1 2025, closing a stake of 5,054 shares — an estimated $203K sold.

West Family Investments first reported a position in DOW in Q2 2021 and held it in 3 quarters. The position peaked at $237K in Q3 2024. 1,344 funds tracked by Wall St. Rank hold DOW as of Q1 2025.

  • West Family Investments reported no remaining Dow Inc position as of Q1 2025 after selling out during the quarter.
  • West Family Investments sold 5,054 Dow Inc shares in Q1 2025, an estimated $203K.
  • West Family Investments first reported a position in Dow Inc in Q2 2021 and held it in 3 quarters.
  • West Family Investments's Dow Inc position peaked at $237K in Q3 2024.
  • 1,344 funds tracked by Wall St. Rank held Dow Inc as of Q1 2025.

Based on West Family Investments's 13F filing for Q1 2025, filed 2 May 2025.