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Wood Tarver Financial Group’s Dow Inc DOW Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-116
Closed -$3K – 284
2025
Q2 		$3K Hold
116
– – ﹤0.01% 495
2025
Q1 		$4.05K Hold
116
– – ﹤0.01% 478
2024
Q4 		$4K Buy
+116
New +$5.41K ﹤0.01% 461

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wood Tarver Financial Group's DOW Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 116 shares — an estimated $3K sold.

Wood Tarver Financial Group first reported a position in DOW in Q4 2024 and held it in 3 quarters. The position peaked at $4.05K in Q1 2025. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 116 Dow Inc shares in Q3 2025, an estimated $3K.
  • Wood Tarver Financial Group first reported a position in Dow Inc in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Dow Inc position peaked at $4.05K in Q1 2025.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.