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Bedel Financial Consulting’s Dow Inc DOW Stock Holding History

Bedel Financial Consulting’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 		– Sell
-5,662
Closed -$236K – 312
2026
Q1 		$236K Buy
+5,662
New +$180K 0.03% 272
2025
Q1 		– Sell
-5,602
Closed -$213K – 266
2024
Q4 		$213K Buy
5,602
+50
+0.9% +$2.33K 0.03% 252
2024
Q3 		$303K Sell
5,552
-12
-0.2% -$633 0.04% 206
2024
Q2 		$295K Sell
5,564
-7
-0.1% -$400 0.04% 197
2024
Q1 		$323K Sell
5,571
-35
-0.6% -$1.93K 0.05% 186
2023
Q4 		$307K Sell
5,606
-406
-7% -$20.7K 0.06% 181
2023
Q3 		$310K Buy
6,012
+70
+1% +$3.76K 0.06% 169
2023
Q2 		$316K Buy
5,942
+102
+2% +$5.42K 0.07% 171
2023
Q1 		$320K Sell
5,840
-58
-1% -$3.26K 0.08% 158
2022
Q4 		$297K Buy
5,898
+1
+0% +$49 0.07% 164
2022
Q3 		$292K Buy
5,897
+1,028
+21% +$52.1K 0.08% 158
2022
Q2 		$251K Buy
4,869
+313
+7% +$20K 0.07% 165
2022
Q1 		$290K Hold
4,556
– – 0.09% 145
2021
Q4 		$258K Sell
4,556
-16
-0.3% -$912 0.08% 163
2021
Q3 		$263K Buy
4,572
+10
+0.2% +$612 0.09% 154
2021
Q2 		$289K Buy
4,562
+442
+11% +$29.2K 0.1% 145
2021
Q1 		$263K Buy
4,120
+267
+7% +$16K 0.1% 148
2020
Q4 		$214K Buy
3,853
+125
+3% +$6.45K 0.1% 145
2020
Q3 		$175K Sell
3,728
-1,387
-27% -$62.3K 0.09% 155
2020
Q2 		$208K Sell
5,115
-897
-15% -$32.8K 0.11% 125
2020
Q1 		$176K Buy
6,012
+923
+18% +$39.2K 0.12% 131
2019
Q4 		$278K Buy
5,089
+182
+4% +$9.4K 0.16% 108
2019
Q3 		$234K Buy
4,907
+1,010
+26% +$47.3K 0.14% 119
2019
Q2 		$192K Buy
+3,897
New +$206K 0.12% 141

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

Bedel Financial Consulting's DOW Position: Q2 2026 in Review

Bedel Financial Consulting sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,662 shares — an estimated $236K sold.

Bedel Financial Consulting first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $323K in Q1 2024. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Bedel Financial Consulting reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Bedel Financial Consulting sold 5,662 Dow Inc shares in Q2 2026, an estimated $236K.
  • Bedel Financial Consulting first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
  • Bedel Financial Consulting's Dow Inc position peaked at $323K in Q1 2024.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.