Zhang Financial’s Dow Inc DOW Stock Holding History

Zhang Financial’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	-7,545	Closed	-$263K	–	294
2025 Q1	$263K	Sell	7,545 -467	-6%	-$17.9K	0.01%	259
2024 Q4	$322K	Sell	8,012 -11,158	-58%	-$521K	0.02%	233
2024 Q3	$1.05M	Sell	19,170 -1,133	-6%	-$59.8K	0.07%	142
2024 Q2	$1.08M	Sell	20,303 -1,019	-5%	-$58.2K	0.08%	134
2024 Q1	$1.24M	Sell	21,322 -15	-0.1%	-$829	0.09%	126
2023 Q4	$1.17M	Sell	21,337 -10,468	-33%	-$535K	0.1%	117
2023 Q3	$1.64M	Buy	31,805 +2,126	+7%	+$114K	0.17%	78
2023 Q2	$1.58M	Buy	29,679 +2,070	+7%	+$110K	0.16%	75
2023 Q1	$1.51M	Hold	27,609	–	–	0.17%	70
2022 Q4	$1.39M	Buy	27,609 +538	+2%	+$26.3K	0.18%	73
2022 Q3	$1.19M	Sell	27,071 -190	-0.7%	-$9.63K	0.18%	68
2022 Q2	$1.41M	Buy	27,261 +3,545	+15%	+$227K	0.23%	57
2022 Q1	$1.51M	Buy	23,716 +651	+3%	+$39.3K	0.26%	54
2021 Q4	$1.31M	Buy	23,065 +18,621	+419%	+$1.06M	0.23%	56
2021 Q3	$256K	Sell	4,444 -92	-2%	-$5.63K	0.06%	139
2021 Q2	$287K	Hold	4,536	–	–	0.07%	109
2021 Q1	$290K	Hold	4,536	–	–	0.08%	102
2020 Q4	$252K	Buy	+4,536	New	+$234K	0.08%	95

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return