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Mattson Financial Services’s Dow Inc DOW Stock Holding History

Mattson Financial Services’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
-230
Closed -$8.03K – 204
2025
Q1 		$8.03K Sell
230
-16
-7% -$614 ﹤0.01% 254
2024
Q4 		$13.4K Buy
+246
New +$11.5K ﹤0.01% 250

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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

Mattson Financial Services's DOW Position: Q2 2025 in Review

Mattson Financial Services sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 230 shares — an estimated $8.03K sold.

Mattson Financial Services first reported a position in DOW in Q4 2024 and held it in 2 quarters. The position peaked at $13.4K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Mattson Financial Services reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 230 Dow Inc shares in Q2 2025, an estimated $8.03K.
  • Mattson Financial Services first reported a position in Dow Inc in Q4 2024 and held it in 2 quarters.
  • Mattson Financial Services's Dow Inc position peaked at $13.4K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.