Wiser Advisor Group’s Dow Inc DOW Stock Holding History

Wiser Advisor Group’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 Q4	–	Sell	-143	Closed	-$3.29K	–	240
2025 Q3	$3.29K	Buy	+143	New	+$3.56K	﹤0.01%	221
2025 Q2	–	Sell	-138	Closed	-$4.83K	–	101
2025 Q1	$4.83K	Sell	138 -66	-32%	-$2.54K	0.01%	212
2024 Q4	$8.19K	Sell	204 -194	-49%	-$9.05K	0.01%	192
2024 Q3	$21.7K	Buy	398 +5	+1%	+$264	0.03%	149
2024 Q2	$20.8K	Buy	393 +7	+2%	+$400	0.03%	146
2024 Q1	$22.5K	Buy	386 +3	+0.8%	+$166	0.04%	141
2023 Q4	$21K	Buy	+383	New	+$19.6K	0.03%	147

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wiser Advisor Group's DOW Position: Q4 2025 in Review

Wiser Advisor Group sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 143 shares — an estimated $3.29K sold.

Wiser Advisor Group first reported a position in DOW in Q4 2023 and held it in 7 quarters. The position peaked at $22.5K in Q1 2024. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

Wiser Advisor Group reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
Wiser Advisor Group sold 143 Dow Inc shares in Q4 2025, an estimated $3.29K.
Wiser Advisor Group first reported a position in Dow Inc in Q4 2023 and held it in 7 quarters.
Wiser Advisor Group's Dow Inc position peaked at $22.5K in Q1 2024.
1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Wiser Advisor Group's 13F filing for Q4 2025, filed 9 Feb 2026.