BHPW
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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 $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