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Beacon Pointe Advisors’s Dow Inc DOW Stock Holding History

Beacon Pointe 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 		$2.18M Buy
52,288
+11,038
+27% +$350K 0.01% 700
2025
Q4 		$964K Buy
41,250
+3,522
+9% +$81K 0.01% 846
2025
Q3 		$865K Sell
37,728
-3,960
-9% -$98.7K 0.01% 810
2025
Q2 		$1.1M Sell
41,688
-13,469
-24% -$392K 0.01% 644
2025
Q1 		$1.93M Sell
55,157
-10,058
-15% -$386K 0.02% 468
2024
Q4 		$2.62M Sell
65,215
-3,098
-5% -$145K 0.03% 402
2024
Q3 		$3.73M Sell
68,313
-11,921
-15% -$629K 0.04% 345
2024
Q2 		$4.26M Sell
80,234
-56,406
-41% -$3.22M 0.05% 314
2024
Q1 		$7.92M Buy
136,640
+8,078
+6% +$446K 0.09% 207
2023
Q4 		$7.05M Sell
128,562
-27,010
-17% -$1.38M 0.08% 216
2023
Q3 		$8.02M Buy
155,572
+92,332
+146% +$4.96M 0.1% 186
2023
Q2 		$3.37M Buy
63,240
+13,874
+28% +$737K 0.06% 284
2023
Q1 		$2.71M Buy
49,366
+2,695
+6% +$152K 0.05% 331
2022
Q4 		$2.35M Buy
46,671
+5,108
+12% +$250K 0.05% 329
2022
Q3 		$1.83M Sell
41,563
-4,992
-11% -$253K 0.04% 334
2022
Q2 		$2.4M Sell
46,555
-8,567
-16% -$549K 0.05% 298
2022
Q1 		$3.51M Buy
55,122
+18,620
+51% +$1.12M 0.05% 320
2021
Q4 		$2.07M Sell
36,502
-5,522
-13% -$315K 0.05% 255
2021
Q3 		$2.42M Buy
42,024
+17,991
+75% +$1.1M 0.06% 260
2021
Q2 		$1.52M Buy
+24,033
New +$1.59M 0.05% 267

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 Pointe Advisors's DOW Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dow Inc (DOW) stake by 27% in Q1 2026, buying an estimated $350K and bringing the position to 52,288 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #700.

Beacon Pointe Advisors first reported a position in DOW in Q2 2021 and has held it in 20 quarters since. The position peaked at $8.02M in Q3 2023. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Beacon Pointe Advisors held 52,288 shares of Dow Inc worth $2.18M as of Q1 2026.
  • Beacon Pointe Advisors bought 11,038 Dow Inc shares in Q1 2026, an estimated $350K.
  • Dow Inc made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #700 holding.
  • Beacon Pointe Advisors first reported a position in Dow Inc in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Dow Inc position peaked at $8.02M in Q3 2023.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.