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Massachusetts Wealth Management’s Dow Inc DOW Stock Holding History

Massachusetts 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
2026
Q1 		$239K Buy
+5,745
New +$182K 0.1% 93
2025
Q3 		– Sell
-8,074
Closed -$214K – 97
2025
Q2 		$214K Sell
8,074
-269
-3% -$7.83K 0.12% 93
2025
Q1 		$291K Sell
8,343
-973
-10% -$37.4K 0.2% 74
2024
Q4 		$374K Sell
9,316
-247
-3% -$11.5K 0.23% 79
2024
Q3 		$522K Sell
9,563
-10,673
-53% -$563K 0.33% 73
2024
Q2 		$1.07M Sell
20,236
-350
-2% -$20K 0.72% 55
2024
Q1 		$1.19M Sell
20,586
-316
-2% -$17.5K 0.84% 52
2023
Q4 		$1.15M Sell
20,902
-4,374
-17% -$223K 0.93% 45
2023
Q3 		$1.3M Sell
25,276
-451
-2% -$24.2K 1.2% 34
2023
Q2 		$1.37M Sell
25,727
-688
-3% -$36.6K 1.31% 31
2023
Q1 		$1.45M Sell
26,415
-1,787
-6% -$101K 1.49% 27
2022
Q4 		$1.67M Buy
+28,202
New +$1.38M 1.62% 22

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Wealth Management's DOW Position: Q1 2026 in Review

Massachusetts Wealth Management opened a new position in Dow Inc (DOW) in Q1 2026: 5,745 shares worth $239K. The stake represents 0.1% of the portfolio and ranks #93 among its holdings. This is a return to the name: Massachusetts Wealth Management previously reported a position in DOW as recently as Q2 2025.

Massachusetts Wealth Management first reported a position in DOW in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.67M in Q4 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Massachusetts Wealth Management held 5,745 shares of Dow Inc worth $239K as of Q1 2026.
  • Dow Inc was a new Massachusetts Wealth Management position in Q1 2026.
  • Dow Inc made up 0.1% of Massachusetts Wealth Management's portfolio in Q1 2026, its #93 holding.
  • Massachusetts Wealth Management first reported a position in Dow Inc in Q4 2022 and has held it in 12 quarters since.
  • Massachusetts Wealth Management's Dow Inc position peaked at $1.67M in Q4 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Massachusetts Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.