Intact Investment Management’s Dow Inc DOW Stock Holding History

Intact 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	-94,900	Closed	-$2.51M	–	283
2025 Q2	$2.51M	Sell	94,900 -59,500	-39%	-$1.73M	0.09%	177
2025 Q1	$5.39M	Buy	+154,400	New	+$5.93M	0.18%	116
2023 Q2	–	Sell	-23,500	Closed	-$1.29M	–	261
2023 Q1	$1.29M	Hold	23,500	–	–	0.05%	178
2022 Q4	$1.18M	Sell	23,500 -3,100	-12%	-$151K	0.05%	172
2022 Q3	$1.17M	Hold	26,600	–	–	0.04%	186
2022 Q2	$1.37M	Hold	26,600	–	–	0.04%	180
2022 Q1	$1.7M	Sell	26,600 -72,900	-73%	-$4.4M	0.04%	184
2021 Q4	$5.64M	Hold	99,500	–	–	0.14%	117
2021 Q3	$5.73M	Sell	99,500 -3,000	-3%	-$184K	0.16%	112
2021 Q2	$6.49M	Hold	102,500	–	–	0.18%	104
2021 Q1	$6.55M	Sell	102,500 -700	-0.7%	-$41.9K	0.2%	103
2020 Q4	$5.73M	Hold	103,200	–	–	0.19%	105
2020 Q3	$4.85M	Hold	103,200	–	–	0.17%	106
2020 Q2	$4.2M	Sell	103,200 -8,266	-7%	-$303K	0.16%	111
2020 Q1	$3.26M	Buy	111,466 +31,300	+39%	+$1.33M	0.14%	115
2019 Q4	$4.39M	Buy	80,166 +4,133	+5%	+$214K	0.15%	117
2019 Q3	$3.62M	Buy	76,033 +13,800	+22%	+$646K	0.13%	125
2019 Q2	$3.06M	Buy	+62,233	New	+$3.29M	0.11%	132

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return