BIA
DOW icon

Beacon Investment Advisors’s Dow Inc DOW Stock Holding History

Beacon Investment Advisors’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 		$417K Hold
10,000
– – 0.16% 120
2025
Q4 		$234K Hold
10,000
– – 0.09% 155
2025
Q3 		$229K Hold
10,000
– – 0.09% 151
2025
Q2 		$270K Hold
10,000
– – 0.12% 139
2025
Q1 		$349K Hold
10,000
– – 0.17% 120
2024
Q4 		$401K Hold
10,000
– – 0.19% 110
2024
Q3 		$546K Hold
10,000
– – 0.26% 94
2024
Q2 		$531K Buy
+10,000
New +$571K 0.27% 91

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 Investment Advisors's DOW Position: Q1 2026 in Review

Beacon Investment Advisors held its Dow Inc (DOW) position steady in Q1 2026 at 10,000 shares worth $417K. The position accounts for 0.16% of the portfolio, ranked #120.

Beacon Investment Advisors first reported a position in DOW in Q2 2024 and has held it in 8 quarters since. The position peaked at $546K in Q3 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Beacon Investment Advisors held 10,000 shares of Dow Inc worth $417K as of Q1 2026.
  • Beacon Investment Advisors left its Dow Inc share count unchanged in Q1 2026.
  • Dow Inc made up 0.16% of Beacon Investment Advisors's portfolio in Q1 2026, its #120 holding.
  • Beacon Investment Advisors first reported a position in Dow Inc in Q2 2024 and has held it in 8 quarters since.
  • Beacon Investment Advisors's Dow Inc position peaked at $546K in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.