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Benedict Financial Advisors’s Dow Inc DOW Stock Holding History

Benedict Financial 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
2025
Q2 		– Sell
-12,243
Closed -$428K – 127
2025
Q1 		$428K Sell
12,243
-2,854
-19% -$110K 0.1% 106
2024
Q4 		$606K Sell
15,097
-98
-0.6% -$4.57K 0.15% 101
2024
Q3 		$830K Sell
15,195
-429
-3% -$22.6K 0.2% 98
2024
Q2 		$829K Sell
15,624
-62
-0.4% -$3.54K 0.21% 95
2024
Q1 		$909K Sell
15,686
-2
-0% -$111 0.23% 96
2023
Q4 		$860K Sell
15,688
-1,546
-9% -$79K 0.23% 93
2023
Q3 		$889K Sell
17,234
-163
-0.9% -$8.75K 0.26% 91
2023
Q2 		$927K Sell
17,397
-1,265
-7% -$67.2K 0.25% 93
2023
Q1 		$1.02M Sell
18,662
-186
-1% -$10.5K 0.29% 91
2022
Q4 		$950K Sell
18,848
-353
-2% -$17.2K 0.28% 87
2022
Q3 		$843K Buy
19,201
+114
+0.6% +$5.78K 0.27% 89
2022
Q2 		$985K Buy
19,087
+527
+3% +$33.8K 0.29% 89
2022
Q1 		$1.18M Buy
18,560
+251
+1% +$15.1K 0.32% 89
2021
Q4 		$1.04M Buy
18,309
+107
+0.6% +$6.1K 0.27% 94
2021
Q3 		$1.05M Buy
18,202
+96
+0.5% +$5.88K 0.29% 94
2021
Q2 		$1.15M Buy
18,106
+87
+0.5% +$5.74K 0.32% 89
2021
Q1 		$1.15M Sell
18,019
-691
-4% -$41.4K 0.33% 86
2020
Q4 		$1.04M Buy
18,710
+193
+1% +$9.96K 0.37% 73
2020
Q3 		$871K Buy
18,517
+1,959
+12% +$88K 0.34% 76
2020
Q2 		$675K Buy
16,558
+1,901
+13% +$69.6K 0.28% 84
2020
Q1 		$429K Buy
14,657
+1,760
+14% +$74.8K 0.2% 85
2019
Q4 		$706K Buy
12,897
+4,060
+46% +$210K 0.28% 83
2019
Q3 		$421K Buy
8,837
+2,007
+29% +$93.9K 0.17% 86
2019
Q2 		$337K Buy
+6,830
New +$361K 0.14% 88

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Benedict Financial Advisors's DOW Position: Q2 2025 in Review

Benedict Financial Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 12,243 shares — an estimated $428K sold.

Benedict Financial Advisors first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $1.18M in Q1 2022. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Benedict Financial Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Benedict Financial Advisors sold 12,243 Dow Inc shares in Q2 2025, an estimated $428K.
  • Benedict Financial Advisors first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
  • Benedict Financial Advisors's Dow Inc position peaked at $1.18M in Q1 2022.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Benedict Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.