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Beverly Hills Private Wealth’s Dow Inc DOW Stock Holding History

Beverly Hills Private Wealth’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
-7,160
Closed -$250K – 342
2025
Q1 		$250K Buy
7,160
+864
+14% +$33.2K 0.05% 298
2024
Q4 		$253K Buy
6,296
+91
+1% +$4.25K 0.05% 292
2024
Q3 		$339K Sell
6,205
-716
-10% -$37.8K 0.07% 250
2024
Q2 		$367K Sell
6,921
-837
-11% -$47.8K 0.08% 237
2024
Q1 		$449K Buy
7,758
+759
+11% +$41.9K 0.1% 211
2023
Q4 		$384K Sell
6,999
-929
-12% -$47.5K 0.1% 211
2023
Q3 		$409K Sell
7,928
-6,824
-46% -$366K 0.12% 180
2023
Q2 		$804K Buy
14,752
+6,560
+80% +$349K 0.13% 167
2023
Q1 		$449K Buy
8,192
+1,667
+26% +$93.8K 0.14% 157
2022
Q4 		$329K Buy
+6,525
New +$319K 0.14% 166

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's DOW Position: Q2 2025 in Review

Beverly Hills Private Wealth sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 7,160 shares — an estimated $250K sold.

Beverly Hills Private Wealth first reported a position in DOW in Q4 2022 and held it in 10 quarters. The position peaked at $804K in Q2 2023. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Beverly Hills Private Wealth reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 7,160 Dow Inc shares in Q2 2025, an estimated $250K.
  • Beverly Hills Private Wealth first reported a position in Dow Inc in Q4 2022 and held it in 10 quarters.
  • Beverly Hills Private Wealth's Dow Inc position peaked at $804K in Q2 2023.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2025, filed 29 Jul 2025.