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Essex Investment Management’s Dow Inc DOW Stock Holding History

Essex Investment Management’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
-2,043
Closed -$54.1K – 305
2025
Q2 		$54.1K Hold
2,043
– – 0.01% 240
2025
Q1 		$71.3K Hold
2,043
– – 0.01% 229
2024
Q4 		$82K Hold
2,043
– – 0.01% 230
2024
Q3 		$112K Hold
2,043
– – 0.02% 225
2024
Q2 		$108K Sell
2,043
-57
-3% -$3.26K 0.02% 221
2024
Q1 		$122K Sell
2,100
-10
-0.5% -$553 0.02% 219
2023
Q4 		$116K Sell
2,110
-221
-9% -$11.3K 0.02% 237
2023
Q3 		$120K Sell
2,331
-31
-1% -$1.66K 0.02% 288
2023
Q2 		$126K Sell
2,362
-19
-0.8% -$1.01K 0.02% 296
2023
Q1 		$131K Hold
2,381
– – 0.02% 293
2022
Q4 		$120K Sell
2,381
-2,020
-46% -$98.7K 0.02% 292
2022
Q3 		$193K Sell
4,401
-21
-0.5% -$1.06K 0.03% 276
2022
Q2 		$228K Sell
4,422
-73
-2% -$4.67K 0.04% 278
2022
Q1 		$286K Hold
4,495
– – 0.04% 287
2021
Q4 		$255K Sell
4,495
-73
-2% -$4.16K 0.03% 300
2021
Q3 		$263K Buy
4,568
+259
+6% +$15.9K 0.03% 305
2021
Q2 		$273K Hold
4,309
– – 0.03% 314
2021
Q1 		$276K Buy
4,309
+1,954
+83% +$117K 0.03% 325
2020
Q4 		$131K Buy
2,355
+706
+43% +$36.4K 0.02% 363
2020
Q3 		$78K Buy
1,649
+748
+83% +$33.6K 0.01% 375
2020
Q2 		$37K Sell
901
-19
-2% -$696 0.01% 356
2020
Q1 		$27K Hold
920
– – 0.01% 347
2019
Q4 		$50K Hold
920
– – 0.01% 408
2019
Q3 		$44K Sell
920
-235
-20% -$11K 0.01% 401
2019
Q2 		$57K Buy
+1,155
New +$61K 0.01% 398

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 $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 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

Essex Investment Management's DOW Position: Q3 2025 in Review

Essex Investment Management sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 2,043 shares — an estimated $54.1K sold.

Essex Investment Management first reported a position in DOW in Q2 2019 and held it in 25 quarters. The position peaked at $286K in Q1 2022. 1,105 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Essex Investment Management reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Essex Investment Management sold 2,043 Dow Inc shares in Q3 2025, an estimated $54.1K.
  • Essex Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 25 quarters.
  • Essex Investment Management's Dow Inc position peaked at $286K in Q1 2022.
  • 1,105 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Essex Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.