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Dow shares owned by Ballast Advisors

Quarter-by-quarter ownership of Dow (DOW) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Dow

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All positions including Dow held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dow by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $31k 751 41.65
2020-03-31 $28k 966 28.99

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Dow

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Pzena Investment Management
Geode Capital Management
Susquehanna International
Morgan Stanley
AQR Capital Management
Invesco
Capital Research Global Investors
FMR
Charles Schwab Investment Management
Citadel Advisors
Goldman Sachs Group

View all funds holding Dow