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MassMutual Private Wealth & Trust’s Dow Inc DOW Stock Holding History

MassMutual Private Wealth & Trust’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
Q2 		$146K Sell
5,344
-178,507
-97% -$6.48M ﹤0.01% 508
2026
Q1 		$7.66M Buy
183,851
+80,117
+77% +$2.54M 0.21% 97
2025
Q4 		$2.43M Sell
103,734
-79,722
-43% -$1.83M 0.06% 183
2025
Q3 		$4.21M Sell
183,456
-60,065
-25% -$1.5M 0.11% 149
2025
Q2 		$6.45M Buy
243,521
+17,425
+8% +$507K 0.17% 113
2025
Q1 		$7.9M Buy
226,096
+131,024
+138% +$5.03M 0.23% 100
2024
Q4 		$3.82M Sell
95,072
-144,347
-60% -$6.73M 0.11% 148
2024
Q3 		$13.1M Sell
239,419
-1,449
-0.6% -$76.5K 0.37% 68
2024
Q2 		$12.8M Sell
240,868
-1,745
-0.7% -$99.7K 0.39% 64
2024
Q1 		$14.1M Buy
242,613
+13,352
+6% +$738K 0.44% 59
2023
Q4 		$12.6M Sell
229,261
-17,150
-7% -$876K 0.42% 65
2023
Q3 		$12.7M Buy
246,411
+597
+0.2% +$32K 0.47% 60
2023
Q2 		$13.1M Buy
245,814
+4,305
+2% +$229K 0.47% 58
2023
Q1 		$13.2M Buy
241,509
+13,629
+6% +$767K 0.51% 51
2022
Q4 		$11.5M Sell
227,880
-191
-0.1% -$9.33K 0.47% 58
2022
Q3 		$10M Buy
228,071
+5,916
+3% +$300K 0.45% 60
2022
Q2 		$11.5M Buy
222,155
+2,865
+1% +$183K 0.5% 51
2022
Q1 		$14M Buy
219,290
+17,988
+9% +$1.09M 0.53% 47
2021
Q4 		$11.4M Buy
201,302
+15,896
+9% +$906K 0.42% 61
2021
Q3 		$10.7M Buy
185,406
+20,636
+13% +$1.26M 0.44% 55
2021
Q2 		$10.4M Buy
164,770
+9,016
+6% +$595K 0.44% 51
2021
Q1 		$9.96M Buy
155,754
+30,203
+24% +$1.81M 0.47% 53
2020
Q4 		$6.97M Sell
125,551
-382
-0.3% -$19.7K 0.36% 75
2020
Q3 		$5.92M Buy
125,933
+2,066
+2% +$92.8K 0.35% 76
2020
Q2 		$5.05M Buy
123,867
+8,537
+7% +$313K 0.33% 74
2020
Q1 		$3.37M Buy
115,330
+8,525
+8% +$362K 0.27% 92
2019
Q4 		$5.84M Buy
106,805
+2,114
+2% +$109K 0.36% 70
2019
Q3 		$4.99M Buy
104,691
+7,907
+8% +$370K 0.33% 80
2019
Q2 		$4.77M Buy
+96,784
New +$5.11M 0.33% 81

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MassMutual Private Wealth & Trust's DOW Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Dow Inc (DOW) stake by 97% in Q2 2026, selling an estimated $6.48M and leaving 5,344 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

MassMutual Private Wealth & Trust first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.1M in Q1 2024. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • MassMutual Private Wealth & Trust held 5,344 shares of Dow Inc worth $146K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 178,507 Dow Inc shares in Q2 2026, an estimated $6.48M.
  • Dow Inc made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #508 holding.
  • MassMutual Private Wealth & Trust first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • MassMutual Private Wealth & Trust's Dow Inc position peaked at $14.1M in Q1 2024.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.