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Mascoma Wealth Management’s Dow Inc DOW Stock Holding History

Mascoma Wealth 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
-116
Closed -$3.07K – 466
2025
Q2 		$3.07K Sell
116
-100
-46% -$2.91K ﹤0.01% 418
2025
Q1 		$7.54K Hold
216
– – ﹤0.01% 357
2024
Q4 		$8.67K Buy
216
+100
+86% +$4.67K ﹤0.01% 360
2024
Q3 		$6.34K Hold
116
– – ﹤0.01% 366
2024
Q2 		$6.15K Hold
116
– – ﹤0.01% 391
2024
Q1 		$6.72K Hold
116
– – ﹤0.01% 357
2023
Q4 		$6.36K Hold
116
– – ﹤0.01% 368
2023
Q3 		$5.98K Hold
116
– – ﹤0.01% 376
2023
Q2 		$6.38K Sell
116
-200
-63% -$10.6K ﹤0.01% 366
2023
Q1 		$17.2K Sell
316
-150
-32% -$8.44K 0.01% 354
2022
Q4 		$23.5K Hold
466
– – 0.01% 317
2022
Q3 		$20K Hold
466
– – 0.01% 324
2022
Q2 		$24K Hold
466
– – 0.01% 329
2022
Q1 		$30K Hold
466
– – 0.01% 329
2021
Q4 		$26K Buy
466
+150
+47% +$8.55K 0.01% 291
2021
Q3 		$18K Buy
+316
New +$19.3K 0.01% 302
2021
Q2 		– Sell
-100
Closed -$6K – 195
2021
Q1 		$6K Buy
+100
New +$5.98K ﹤0.01% 367
2019
Q3 		– Sell
-514
Closed -$25K – 145
2019
Q2 		$25K Buy
+514
New +$27.1K 0.02% 214

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mascoma Wealth Management's DOW Position: Q3 2025 in Review

Mascoma Wealth Management sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 116 shares — an estimated $3.07K sold.

Mascoma Wealth Management first reported a position in DOW in Q2 2019 and held it in 18 quarters. The position peaked at $30K in Q1 2022. 1,106 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Mascoma Wealth Management reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 116 Dow Inc shares in Q3 2025, an estimated $3.07K.
  • Mascoma Wealth Management first reported a position in Dow Inc in Q2 2019 and held it in 18 quarters.
  • Mascoma Wealth Management's Dow Inc position peaked at $30K in Q1 2022.
  • 1,106 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.