Longfellow Investment Management’s Dow Inc DOW Stock Holding History

Longfellow 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
2026 Q1	–	Sell	-14,973	Closed	-$350K	–	251
2025 Q4	$350K	Hold	14,973	–	–	0.08%	126
2025 Q3	$343K	Hold	14,973	–	–	0.08%	136
2025 Q2	$396K	Hold	14,973	–	–	0.1%	124
2025 Q1	$523K	Hold	14,973	–	–	0.13%	97
2024 Q4	$601K	Sell	14,973 -961	-6%	-$44.8K	0.15%	78
2024 Q3	$870K	Buy	15,934 +96	+0.6%	+$5.07K	0.22%	66
2024 Q2	$840K	Buy	15,838 +109	+0.7%	+$6.23K	0.21%	65
2024 Q1	$911K	Buy	15,729 +121	+0.8%	+$6.69K	0.21%	60
2023 Q4	$856K	Hold	15,608	–	–	0.21%	60
2023 Q3	$805K	Hold	15,608	–	–	0.21%	65
2023 Q2	$831K	Buy	15,608 +635	+4%	+$33.8K	0.19%	76
2023 Q1	$821K	Hold	14,973	–	–	0.19%	81
2022 Q4	$754K	Hold	14,973	–	–	0.17%	94
2022 Q3	$658K	Hold	14,973	–	–	0.13%	128
2022 Q2	$773K	Hold	14,973	–	–	0.17%	114
2022 Q1	$955K	Hold	14,973	–	–	0.15%	126
2021 Q4	$850K	Buy	14,973 +3,910	+35%	+$223K	0.14%	135
2021 Q3	$637K	Hold	11,063	–	–	0.1%	146
2021 Q2	$701K	Buy	11,063 +2,161	+24%	+$143K	0.1%	156
2021 Q1	$570K	Sell	8,902 -1,325	-13%	-$79.3K	0.07%	227
2020 Q4	$568K	Buy	+10,227	New	+$528K	0.07%	199

Other funds holding DOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Longfellow Investment Management's DOW Position: Q1 2026 in Review

Longfellow Investment Management sold out of Dow Inc (DOW) in Q1 2026, closing a stake of 14,973 shares — an estimated $350K sold.

Longfellow Investment Management first reported a position in DOW in Q4 2020 and held it in 21 quarters. The position peaked at $955K in Q1 2022. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Longfellow Investment Management reported no remaining Dow Inc position as of Q1 2026 after selling out during the quarter.
Longfellow Investment Management sold 14,973 Dow Inc shares in Q1 2026, an estimated $350K.
Longfellow Investment Management first reported a position in Dow Inc in Q4 2020 and held it in 21 quarters.
Longfellow Investment Management's Dow Inc position peaked at $955K in Q1 2022.
1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.