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Beacon Investment Advisory Services’s Dow Inc DOW Stock Holding History

Beacon Investment Advisory Services’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
Q2 		$25K Sell
912
-1,428
-61% -$51.8K ﹤0.01% 517
2026
Q1 		$97.5K Buy
+2,340
New +$74.2K ﹤0.01% 331
2024
Q3 		– Sell
-7,576
Closed -$402K – 259
2024
Q2 		$402K Sell
7,576
-188
-2% -$10.7K 0.02% 188
2024
Q1 		$450K Sell
7,764
-80
-1% -$4.42K 0.02% 184
2023
Q4 		$430K Sell
7,844
-1,741
-18% -$89K 0.02% 190
2023
Q3 		$494K Sell
9,585
-62,087
-87% -$3.33M 0.02% 192
2023
Q2 		$3.82M Sell
71,672
-273
-0.4% -$14.5K 0.18% 95
2023
Q1 		$3.94M Buy
71,945
+12,178
+20% +$685K 0.19% 97
2022
Q4 		$3.01M Sell
59,767
-7,868
-12% -$384K 0.15% 108
2022
Q3 		$2.97M Sell
67,635
-6,270
-8% -$318K 0.16% 103
2022
Q2 		$3.81M Buy
73,905
+1,265
+2% +$81K 0.2% 97
2022
Q1 		$4.63M Buy
72,640
+9,696
+15% +$585K 0.2% 94
2021
Q4 		$3.57M Sell
62,944
-11,566
-16% -$659K 0.14% 110
2021
Q3 		$4.29M Buy
74,510
+2,263
+3% +$139K 0.18% 99
2021
Q2 		$4.57M Buy
72,247
+2,412
+3% +$159K 0.19% 96
2021
Q1 		$4.46M Buy
69,835
+62,578
+862% +$3.74M 0.2% 92
2020
Q4 		$403K Sell
7,257
-3,986
-35% -$206K 0.02% 204
2020
Q3 		$529K Sell
11,243
-3,426
-23% -$154K 0.03% 171
2020
Q2 		$598K Sell
14,669
-3,178
-18% -$116K 0.03% 159
2020
Q1 		$522K Sell
17,847
-1,583
-8% -$67.3K 0.04% 161
2019
Q4 		$1.06M Buy
19,430
+13,792
+245% +$713K 0.06% 138
2019
Q3 		$269K Buy
5,638
+1,291
+30% +$60.4K 0.03% 210
2019
Q2 		$214K Buy
+4,347
New +$229K 0.02% 220

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Beacon Investment Advisory Services's DOW Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Dow Inc (DOW) stake by 61% in Q2 2026, selling an estimated $51.8K and leaving 912 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Beacon Investment Advisory Services first reported a position in DOW in Q2 2019 and has held it in 23 quarters since. The position peaked at $4.63M in Q1 2022. 1,196 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Beacon Investment Advisory Services held 912 shares of Dow Inc worth $25K as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,428 Dow Inc shares in Q2 2026, an estimated $51.8K.
  • Dow Inc made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #517 holding.
  • Beacon Investment Advisory Services first reported a position in Dow Inc in Q2 2019 and has held it in 23 quarters since.
  • Beacon Investment Advisory Services's Dow Inc position peaked at $4.63M in Q1 2022.
  • 1,196 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.