Ipswich Investment Management’s Dow Inc DOW Stock Holding History

Ipswich 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 Q2	–	Sell	-7,652	Closed	-$267K	–	189
2025 Q1	$267K	Hold	7,652	–	–	0.07%	160
2024 Q4	$307K	Sell	7,652 -1,682	-18%	-$78.5K	0.07%	149
2024 Q3	$510K	Sell	9,334 -1,121	-11%	-$59.2K	0.12%	124
2024 Q2	$555K	Hold	10,455	–	–	0.13%	119
2024 Q1	$606K	Hold	10,455	–	–	0.14%	118
2023 Q4	$573K	Hold	10,455	–	–	0.15%	118
2023 Q3	$539K	Hold	10,455	–	–	0.15%	120
2023 Q2	$557K	Hold	10,455	–	–	0.15%	120
2023 Q1	$573K	Sell	10,455 -310	-3%	-$17.4K	0.16%	116
2022 Q4	$542K	Hold	10,765	–	–	0.16%	119
2022 Q3	$473K	Hold	10,765	–	–	0.15%	122
2022 Q2	$556K	Hold	10,765	–	–	0.16%	111
2022 Q1	$686K	Hold	10,765	–	–	0.17%	109
2021 Q4	$611K	Sell	10,765 -213	-2%	-$12.1K	0.14%	118
2021 Q3	$632K	Hold	10,978	–	–	0.16%	116
2021 Q2	$695K	Hold	10,978	–	–	0.18%	113
2021 Q1	$702K	Hold	10,978	–	–	0.2%	105
2020 Q4	$609K	Hold	10,978	–	–	0.18%	107
2020 Q3	$517K	Hold	10,978	–	–	0.17%	110
2020 Q2	$447K	Sell	10,978 -512	-4%	-$18.7K	0.15%	114
2020 Q1	$336K	Hold	11,490	–	–	0.13%	124
2019 Q4	$629K	Sell	11,490 -256	-2%	-$13.2K	0.19%	110
2019 Q3	$560K	Hold	11,746	–	–	0.18%	112
2019 Q2	$579K	Buy	+11,746	New	+$620K	0.18%	110

Other funds holding DOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ipswich Investment Management's DOW Position: Q2 2025 in Review

Ipswich Investment Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 7,652 shares — an estimated $267K sold.

Ipswich Investment Management first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $702K in Q1 2021. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Ipswich Investment Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Ipswich Investment Management sold 7,652 Dow Inc shares in Q2 2025, an estimated $267K.
Ipswich Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
Ipswich Investment Management's Dow Inc position peaked at $702K in Q1 2021.
1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Ipswich Investment Management's 13F filing for Q2 2025, filed 16 Jul 2025.