ZF
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Zhang Financial's DOW Position: Q2 2025 in Review

Zhang Financial sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 7,545 shares — an estimated $263K sold.

Zhang Financial first reported a position in DOW in Q4 2020 and held it in 18 quarters. The position peaked at $1.64M in Q3 2023. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Zhang Financial reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Zhang Financial sold 7,545 Dow Inc shares in Q2 2025, an estimated $263K.
  • Zhang Financial first reported a position in Dow Inc in Q4 2020 and held it in 18 quarters.
  • Zhang Financial's Dow Inc position peaked at $1.64M in Q3 2023.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Zhang Financial's 13F filing for Q2 2025, filed 1 Aug 2025.