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 $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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Dimensional Fund Advisors

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

Bank of America

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