Marathon Capital Management’s Dow Inc DOW Stock Holding History

Marathon Capital 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	-149,028	Closed	-$5.2M	–	169
2025 Q1	$5.2M	Sell	149,028 -574	-0.4%	-$22K	1.39%	22
2024 Q4	$6M	Buy	149,602 +82,870	+124%	+$3.87M	1.5%	18
2024 Q3	$3.65M	Sell	66,732 -981	-1%	-$51.8K	0.88%	32
2024 Q2	$3.59M	Sell	67,713 -3,495	-5%	-$200K	0.92%	28
2024 Q1	$4.13M	Sell	71,208 -675	-0.9%	-$37.3K	0.98%	29
2023 Q4	$3.94M	Sell	71,883 -868	-1%	-$44.3K	0.99%	27
2023 Q3	$3.75M	Buy	72,751 +2,540	+4%	+$136K	0.94%	29
2023 Q2	$3.74M	Sell	70,211 -1,925	-3%	-$102K	0.92%	29
2023 Q1	$3.95M	Buy	+72,136	New	+$4.06M	0.97%	27

Other funds holding DOW

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marathon Capital Management's DOW Position: Q2 2025 in Review

Marathon Capital Management sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 149,028 shares — an estimated $5.2M sold.

Marathon Capital Management first reported a position in DOW in Q1 2023 and held it in 9 quarters. The position peaked at $6M in Q4 2024. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Marathon Capital Management reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Marathon Capital Management sold 149,028 Dow Inc shares in Q2 2025, an estimated $5.2M.
Marathon Capital Management first reported a position in Dow Inc in Q1 2023 and held it in 9 quarters.
Marathon Capital Management's Dow Inc position peaked at $6M in Q4 2024.
1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Marathon Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.