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Butensky & Cohen Financial Security’s Dow Inc DOW Stock Holding History

Butensky & Cohen Financial Security’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
Q3 		– Sell
-77,539
Closed -$2.05M – 96
2025
Q2 		$2.05M Sell
77,539
-9,160
-11% -$266K 0.61% 69
2025
Q1 		$3.03M Buy
86,699
+5,832
+7% +$224K 0.93% 58
2024
Q4 		$3.25M Sell
80,867
-10,483
-11% -$489K 1.02% 54
2024
Q3 		$4.99M Buy
91,350
+3,689
+4% +$195K 1.48% 27
2024
Q2 		$4.65M Buy
87,661
+574
+0.7% +$32.8K 1.48% 22
2024
Q1 		$5.04M Buy
87,087
+395
+0.5% +$21.8K 1.57% 17
2023
Q4 		$4.75M Buy
86,692
+1,379
+2% +$70.5K 1.58% 16
2023
Q3 		$4.4M Buy
85,313
+3,707
+5% +$199K 1.6% 17
2023
Q2 		$4.35M Sell
81,606
-2,663
-3% -$142K 1.56% 20
2023
Q1 		$4.62M Sell
84,269
-4,210
-5% -$237K 1.67% 11
2022
Q4 		$4.46M Buy
88,479
+12,975
+17% +$634K 1.65% 19
2022
Q3 		$3.32M Buy
75,504
+9,030
+14% +$458K 1.38% 32
2022
Q2 		$3.43M Sell
66,474
-345
-0.5% -$22.1K 1.4% 33
2022
Q1 		$4.26M Buy
66,819
+3,448
+5% +$208K 1.5% 20
2021
Q4 		$3.59M Buy
63,371
+3,335
+6% +$190K 1.28% 42
2021
Q3 		$3.46M Buy
60,036
+589
+1% +$36.1K 1.37% 36
2021
Q2 		$3.76M Sell
59,447
-1,032
-2% -$68.1K 1.49% 21
2021
Q1 		$3.87M Sell
60,479
-1,811
-3% -$108K 1.6% 6
2020
Q4 		$3.46M Buy
62,290
+1,270
+2% +$65.6K 1.57% 11
2020
Q3 		$2.87M Buy
61,020
+1,205
+2% +$54.1K 1.52% 24
2020
Q2 		$2.44M Buy
59,815
+8,166
+16% +$299K 1.39% 36
2020
Q1 		$1.51M Buy
51,649
+4,022
+8% +$171K 1.14% 51
2019
Q4 		$2.61M Buy
47,627
+3,497
+8% +$181K 1.49% 30
2019
Q3 		$2.1M Buy
44,130
+27,567
+166% +$1.29M 1.27% 47
2019
Q2 		$817K Buy
+16,563
New +$874K 0.54% 73

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Butensky & Cohen Financial Security's DOW Position: Q3 2025 in Review

Butensky & Cohen Financial Security sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 77,539 shares — an estimated $2.05M sold.

Butensky & Cohen Financial Security first reported a position in DOW in Q2 2019 and held it in 25 quarters. The position peaked at $5.04M in Q1 2024. 1,103 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Butensky & Cohen Financial Security reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 77,539 Dow Inc shares in Q3 2025, an estimated $2.05M.
  • Butensky & Cohen Financial Security first reported a position in Dow Inc in Q2 2019 and held it in 25 quarters.
  • Butensky & Cohen Financial Security's Dow Inc position peaked at $5.04M in Q1 2024.
  • 1,103 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2025, filed 20 Oct 2025.