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Beaton Management Company’s Dow Inc DOW Stock Holding History

Beaton Management Company’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
2025
Q2 		– Sell
-8,966
Closed -$313K – 138
2025
Q1 		$313K Sell
8,966
-103
-1% -$3.96K 0.16% 108
2024
Q4 		$364K Sell
9,069
-22
-0.2% -$1.03K 0.18% 102
2024
Q3 		$497K Hold
9,091
– – 0.25% 90
2024
Q2 		$482K Hold
9,091
– – 0.26% 85
2024
Q1 		$527K Sell
9,091
-126
-1% -$6.96K 0.29% 83
2023
Q4 		$505K Sell
9,217
-283
-3% -$14.5K 0.3% 81
2023
Q3 		$490K Sell
9,500
-133
-1% -$7.14K 0.32% 79
2023
Q2 		$513K Sell
9,633
-66
-0.7% -$3.51K 0.32% 80
2023
Q1 		$532K Sell
9,699
-30
-0.3% -$1.69K 0.36% 74
2022
Q4 		$490K Sell
9,729
-1,000
-9% -$48.9K 0.33% 77
2022
Q3 		$471K Sell
10,729
-288
-3% -$14.6K 0.36% 72
2022
Q2 		$569K Hold
11,017
– – 0.4% 67
2022
Q1 		$702K Buy
11,017
+376
+4% +$22.7K 0.43% 64
2021
Q4 		$604K Buy
10,641
+125
+1% +$7.13K 0.36% 73
2021
Q3 		$605K Buy
10,516
+500
+5% +$30.6K 0.4% 70
2021
Q2 		$634K Hold
10,016
– – 0.4% 70
2021
Q1 		$640K Hold
10,016
– – 0.44% 64
2020
Q4 		$556K Hold
10,016
– – 0.41% 67
2020
Q3 		$471K Sell
10,016
-24
-0.2% -$1.08K 0.39% 74
2020
Q2 		$409K Hold
10,040
– – 0.36% 73
2020
Q1 		$294K Hold
10,040
– – 0.29% 85
2019
Q4 		$549K Sell
10,040
-33
-0.3% -$1.71K 0.43% 70
2019
Q3 		$480K Buy
+10,073
New +$472K 0.39% 73

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beaton Management Company's DOW Position: Q2 2025 in Review

Beaton Management Company sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 8,966 shares — an estimated $313K sold.

Beaton Management Company first reported a position in DOW in Q3 2019 and held it in 23 quarters. The position peaked at $702K in Q1 2022. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Beaton Management Company reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Beaton Management Company sold 8,966 Dow Inc shares in Q2 2025, an estimated $313K.
  • Beaton Management Company first reported a position in Dow Inc in Q3 2019 and held it in 23 quarters.
  • Beaton Management Company's Dow Inc position peaked at $702K in Q1 2022.
  • 1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Beaton Management Company's 13F filing for Q2 2025, filed 12 Aug 2025.