Wolff Financial Management’s Dow Inc DOW Stock Holding History

Wolff Financial 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 Q2	–	Sell	-8,270	Closed	-$289K	–	99
2025 Q1	$289K	Hold	8,270	–	–	0.08%	80
2024 Q4	$332K	Hold	8,270	–	–	0.09%	76
2024 Q3	$452K	Buy	+8,270	New	+$437K	0.12%	72
2024 Q2	–	Sell	-8,270	Closed	-$479K	–	48
2024 Q1	$479K	Hold	8,270	–	–	0.14%	68
2023 Q4	$454K	Hold	8,270	–	–	0.14%	71
2023 Q3	$426K	Buy	+8,270	New	+$444K	0.15%	69
2023 Q2	–	Sell	-8,270	Closed	-$453K	–	48
2023 Q1	$453K	Hold	8,270	–	–	0.16%	71
2022 Q4	$417K	Hold	8,270	–	–	0.15%	74
2022 Q3	$363K	Hold	8,270	–	–	0.17%	77
2022 Q2	$427K	Hold	8,270	–	–	0.19%	74
2022 Q1	$527K	Hold	8,270	–	–	0.21%	71
2021 Q4	$469K	Buy	+8,270	New	+$472K	0.18%	75
2021 Q1	$529K	Buy	8,270 +2,541	+44%	+$152K	0.24%	65
2020 Q4	$318K	Hold	5,729	–	–	0.17%	76
2020 Q3	$270K	Hold	5,729	–	–	0.16%	76
2020 Q2	$234K	Buy	+5,729	New	+$210K	0.15%	78

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wolff Financial Management's DOW Position: Q2 2025 in Review

Wolff Financial Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 8,270 shares — an estimated $289K sold.

Wolff Financial Management first reported a position in DOW in Q2 2020 and held it in 16 quarters. The position peaked at $529K in Q1 2021. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Wolff Financial Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Wolff Financial Management sold 8,270 Dow Inc shares in Q2 2025, an estimated $289K.
Wolff Financial Management first reported a position in Dow Inc in Q2 2020 and held it in 16 quarters.
Wolff Financial Management's Dow Inc position peaked at $529K in Q1 2021.
1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Wolff Financial Management's 13F filing for Q2 2025, filed 9 Jul 2025.