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Patten Group’s Dow Inc DOW Stock Holding History

Patten Group’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
-8,370
Closed -$222K – 285
2025
Q2 		$222K Sell
8,370
-5,059
-38% -$147K 0.05% 247
2025
Q1 		$469K Sell
13,429
-6,183
-32% -$237K 0.11% 182
2024
Q4 		$787K Buy
19,612
+6,806
+53% +$318K 0.17% 150
2024
Q3 		$700K Sell
12,806
-313
-2% -$16.5K 0.16% 155
2024
Q2 		$696K Buy
13,119
+283
+2% +$16.2K 0.16% 147
2024
Q1 		$744K Buy
12,836
+181
+1% +$10K 0.18% 140
2023
Q4 		$694K Sell
12,655
-424
-3% -$21.7K 0.19% 139
2023
Q3 		$674K Sell
13,079
-675
-5% -$36.2K 0.2% 133
2023
Q2 		$733K Buy
13,754
+85
+0.6% +$4.52K 0.11% 133
2023
Q1 		$749K Buy
13,669
+221
+2% +$12.4K 0.22% 133
2022
Q4 		$678K Buy
13,448
+956
+8% +$46.7K 0.21% 133
2022
Q3 		$555K Sell
12,492
-509
-4% -$25.8K 0.19% 140
2022
Q2 		$680K Buy
13,001
+2,685
+26% +$172K 0.22% 123
2022
Q1 		$657K Buy
10,316
+2,223
+27% +$134K 0.18% 135
2021
Q4 		$459K Buy
8,093
+162
+2% +$9.24K 0.12% 175
2021
Q3 		$457K Buy
7,931
+85
+1% +$5.2K 0.13% 162
2021
Q2 		$496K Buy
7,846
+104
+1% +$6.87K 0.15% 163
2021
Q1 		$495K Buy
7,742
+124
+2% +$7.42K 0.16% 151
2020
Q4 		$423K Buy
7,618
+423
+6% +$21.8K 0.11% 162
2020
Q3 		$339K Buy
7,195
+858
+14% +$38.5K 0.13% 162
2020
Q2 		$258K Buy
+6,337
New +$232K 0.11% 179
2020
Q1 		– Sell
-8,856
Closed -$485K – 194
2019
Q4 		$485K Buy
8,856
+426
+5% +$22K 0.18% 130
2019
Q3 		$402K Buy
8,430
+745
+10% +$34.9K 0.16% 140
2019
Q2 		$379K Buy
+7,685
New +$406K 0.16% 143

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patten Group's DOW Position: Q3 2025 in Review

Patten Group sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 8,370 shares — an estimated $222K sold.

Patten Group first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $787K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Patten Group reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Patten Group sold 8,370 Dow Inc shares in Q3 2025, an estimated $222K.
  • Patten Group first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
  • Patten Group's Dow Inc position peaked at $787K in Q4 2024.
  • 1,104 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Patten Group's 13F filing for Q3 2025, filed 10 Nov 2025.