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Burney Company’s Dow Inc DOW Stock Holding History

Burney 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
-8,373
Closed -$292K – 584
2025
Q1 		$292K Buy
8,373
+374
+5% +$14.4K 0.01% 505
2024
Q4 		$321K Sell
7,999
-3,848
-32% -$180K 0.01% 494
2024
Q3 		$647K Sell
11,847
-2,644
-18% -$140K 0.02% 396
2024
Q2 		$769K Sell
14,491
-1,197
-8% -$68.4K 0.03% 356
2024
Q1 		$909K Buy
15,688
+162
+1% +$8.95K 0.03% 347
2023
Q4 		$851K Sell
15,526
-1,153
-7% -$58.9K 0.04% 349
2023
Q3 		$860K Sell
16,679
-113
-0.7% -$6.07K 0.04% 331
2023
Q2 		$894K Sell
16,792
-628
-4% -$33.4K 0.04% 331
2023
Q1 		$955K Sell
17,420
-7,041
-29% -$396K 0.05% 317
2022
Q4 		$1.23M Sell
24,461
-23,004
-48% -$1.12M 0.06% 273
2022
Q3 		$2.08M Sell
47,465
-48,088
-50% -$2.44M 0.12% 198
2022
Q2 		$4.93M Buy
95,553
+7,356
+8% +$471K 0.26% 117
2022
Q1 		$5.62M Buy
88,197
+46,399
+111% +$2.8M 0.26% 112
2021
Q4 		$2.37M Buy
41,798
+20,990
+101% +$1.2M 0.1% 211
2021
Q3 		$1.2M Buy
20,808
+14,087
+210% +$862K 0.06% 284
2021
Q2 		$425K Sell
6,721
-242
-3% -$16K 0.02% 445
2021
Q1 		$445K Buy
6,963
+129
+2% +$7.72K 0.02% 423
2020
Q4 		$379K Sell
6,834
-339
-5% -$17.5K 0.02% 409
2020
Q3 		$337K Buy
7,173
+6
+0.1% +$269 0.02% 401
2020
Q2 		$292K Sell
7,167
-253
-3% -$9.26K 0.02% 409
2020
Q1 		$217K Sell
7,420
-524
-7% -$22.3K 0.02% 393
2019
Q4 		$435K Sell
7,944
-372
-4% -$19.2K 0.02% 345
2019
Q3 		$396K Sell
8,316
-683
-8% -$32K 0.02% 341
2019
Q2 		$444K Buy
+8,999
New +$475K 0.03% 338

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

Burney Company's DOW Position: Q2 2025 in Review

Burney Company sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 8,373 shares — an estimated $292K sold.

Burney Company first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $5.62M in Q1 2022. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Burney Company reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Burney Company sold 8,373 Dow Inc shares in Q2 2025, an estimated $292K.
  • Burney Company first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
  • Burney Company's Dow Inc position peaked at $5.62M in Q1 2022.
  • 1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Burney Company's 13F filing for Q2 2025, filed 5 Aug 2025.