Patrick M. Sweeney & Associates’s Dow Inc DOW Stock Holding History

Patrick M. Sweeney & Associates’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	$304K	Buy	+7,308	New	+$232K	0.2%	128
2025 Q4	–	Sell	-10,220	Closed	-$234K	–	161
2025 Q3	$234K	Sell	10,220 -110	-1%	-$2.74K	0.15%	147
2025 Q2	$294K	Sell	10,330 -179	-2%	-$5.21K	0.2%	119
2025 Q1	$367K	Buy	10,509 +384	+4%	+$14.7K	0.27%	91
2024 Q4	$406K	Buy	10,125 +285	+3%	+$13.3K	0.3%	84
2024 Q3	$538K	Buy	9,840 +139	+1%	+$7.34K	0.4%	69
2024 Q2	$515K	Buy	9,701 +3	+0%	+$171	0.42%	64
2024 Q1	$562K	Buy	9,698 +288	+3%	+$15.9K	0.46%	55
2023 Q4	$516K	Buy	+9,410	New	+$481K	0.47%	51

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $30.8B AUM 11.29% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Patrick M. Sweeney & Associates's DOW Position: Q1 2026 in Review

Patrick M. Sweeney & Associates opened a new position in Dow Inc (DOW) in Q1 2026: 7,308 shares worth $304K. The stake represents 0.2% of the portfolio and ranks #128 among its holdings. This is a return to the name: Patrick M. Sweeney & Associates previously reported a position in DOW as recently as Q3 2025.

Patrick M. Sweeney & Associates first reported a position in DOW in Q4 2023 and has held it in 9 quarters since. The position peaked at $562K in Q1 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

Patrick M. Sweeney & Associates held 7,308 shares of Dow Inc worth $304K as of Q1 2026.
Dow Inc was a new Patrick M. Sweeney & Associates position in Q1 2026.
Dow Inc made up 0.2% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #128 holding.
Patrick M. Sweeney & Associates first reported a position in Dow Inc in Q4 2023 and has held it in 9 quarters since.
Patrick M. Sweeney & Associates's Dow Inc position peaked at $562K in Q1 2024.
1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.