Pettee Investors’s Dow Inc DOW Stock Holding History

Pettee Investors’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	-10,781	Closed	-$376K	–	112
2025 Q1	$376K	Sell	10,781 -4,485	-29%	-$172K	0.22%	84
2024 Q4	$613K	Hold	15,266	–	–	0.31%	81
2024 Q3	$834K	Hold	15,266	–	–	0.41%	73
2024 Q2	$810K	Hold	15,266	–	–	0.39%	74
2024 Q1	$884K	Hold	15,266	–	–	0.37%	74
2023 Q4	$837K	Sell	15,266 -17	-0.1%	-$869	0.37%	73
2023 Q3	$788K	Sell	15,283 -748	-5%	-$40.2K	0.37%	76
2023 Q2	$854K	Hold	16,031	–	–	0.39%	72
2023 Q1	$879K	Sell	16,031 -42	-0.3%	-$2.36K	0.42%	70
2022 Q4	$810K	Sell	16,073 -1,240	-7%	-$60.6K	0.4%	71
2022 Q3	$761K	Sell	17,313 -42	-0.2%	-$2.13K	0.41%	72
2022 Q2	$896K	Sell	17,355 -399	-2%	-$25.6K	0.45%	67
2022 Q1	$1.13M	Hold	17,754	–	–	0.5%	63
2021 Q4	$1.01M	Hold	17,754	–	–	0.42%	76
2021 Q3	$1.02M	Hold	17,754	–	–	0.48%	66
2021 Q2	$1.12M	Hold	17,754	–	–	0.53%	62
2021 Q1	$1.14M	Hold	17,754	–	–	0.55%	60
2020 Q4	$985K	Sell	17,754 -1,471	-8%	-$75.9K	0.52%	60
2020 Q3	$905K	Hold	19,225	–	–	0.52%	55
2020 Q2	$784K	Sell	19,225 -66	-0.3%	-$2.42K	0.49%	57
2020 Q1	$564K	Hold	19,291	–	–	0.41%	67
2019 Q4	$1.06M	Sell	19,291 -166	-0.9%	-$8.58K	0.6%	50
2019 Q3	$927K	Sell	19,457 -163	-0.8%	-$7.63K	0.58%	51
2019 Q2	$967K	Buy	+19,620	New	+$1.04M	0.61%	49

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pettee Investors's DOW Position: Q2 2025 in Review

Pettee Investors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 10,781 shares — an estimated $376K sold.

Pettee Investors first reported a position in DOW in Q2 2019 and held it in 24 quarters. The position peaked at $1.14M in Q1 2021. 1,212 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Pettee Investors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Pettee Investors sold 10,781 Dow Inc shares in Q2 2025, an estimated $376K.
Pettee Investors first reported a position in Dow Inc in Q2 2019 and held it in 24 quarters.
Pettee Investors's Dow Inc position peaked at $1.14M in Q1 2021.
1,212 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Pettee Investors's 13F filing for Q2 2025, filed 1 Aug 2025.