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Beacon Financial Advisory’s Dow Inc DOW Stock Holding History

Beacon Financial Advisory’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
2026
Q1 		– Sell
-20,448
Closed -$478K – 408
2025
Q4 		$478K Sell
20,448
-3,927
-16% -$90.3K 0.11% 224
2025
Q3 		$559K Buy
24,375
+289
+1% +$7.2K 0.13% 191
2025
Q2 		$638K Buy
24,086
+3,092
+15% +$89.9K 0.16% 162
2025
Q1 		$733K Buy
20,994
+3,724
+22% +$143K 0.22% 123
2024
Q4 		$693K Buy
17,270
+901
+6% +$42K 0.23% 124
2024
Q3 		$894K Sell
16,369
-212
-1% -$11.2K 0.3% 93
2024
Q2 		$880K Buy
16,581
+2,078
+14% +$119K 0.33% 88
2024
Q1 		$840K Buy
14,503
+1,219
+9% +$67.4K 0.41% 72
2023
Q4 		$728K Sell
13,284
-1,450
-10% -$74.1K 0.35% 87
2023
Q3 		$760K Buy
14,734
+580
+4% +$31.1K 0.42% 77
2023
Q2 		$754K Buy
14,154
+617
+5% +$32.8K 0.43% 71
2023
Q1 		$742K Buy
13,537
+625
+5% +$35.2K 0.47% 65
2022
Q4 		$651K Buy
12,912
+322
+3% +$15.7K 0.47% 67
2022
Q3 		$553K Sell
12,590
-394
-3% -$20K 0.39% 81
2022
Q2 		$670K Buy
12,984
+913
+8% +$58.5K 0.38% 83
2022
Q1 		$769K Buy
12,071
+2,468
+26% +$149K 0.37% 85
2021
Q4 		$545K Sell
9,603
-936
-9% -$53.4K 0.25% 122
2021
Q3 		$607K Buy
+10,539
New +$645K 0.32% 104

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beacon Financial Advisory's DOW Position: Q1 2026 in Review

Beacon Financial Advisory sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 20,448 shares — an estimated $478K sold.

Beacon Financial Advisory first reported a position in DOW in Q3 2021 and held it in 18 quarters. The position peaked at $894K in Q3 2024. 1,306 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Beacon Financial Advisory reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Advisory sold 20,448 Dow Inc shares in Q1 2026, an estimated $478K.
  • Beacon Financial Advisory first reported a position in Dow Inc in Q3 2021 and held it in 18 quarters.
  • Beacon Financial Advisory's Dow Inc position peaked at $894K in Q3 2024.
  • 1,306 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.