Tortoise Investment Management’s Dow Inc DOW Stock Holding History

Tortoise Investment Management’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 Q4	–	Sell	-12	Closed	-$275	–	563
2025 Q3	$275	Sell	12 -22	-65%	-$548	﹤0.01%	1271
2025 Q2	$900	Sell	34 -8	-19%	-$233	﹤0.01%	995
2025 Q1	$1.47K	Hold	42	–	–	﹤0.01%	731
2024 Q4	$1.69K	Hold	42	–	–	﹤0.01%	772
2024 Q3	$2.29K	Hold	42	–	–	﹤0.01%	757
2024 Q2	$2.23K	Hold	42	–	–	﹤0.01%	775
2024 Q1	$2.43K	Hold	42	–	–	﹤0.01%	753
2023 Q4	$2.3K	Hold	42	–	–	﹤0.01%	691
2023 Q3	$2.17K	Hold	42	–	–	﹤0.01%	689
2023 Q2	$2.24K	Sell	42 -64	-60%	-$3.4K	﹤0.01%	688
2023 Q1	$5.81K	Hold	106	–	–	﹤0.01%	602
2022 Q4	$5.34K	Sell	106 -100	-49%	-$4.88K	﹤0.01%	604
2022 Q3	$9K	Hold	206	–	–	﹤0.01%	536
2022 Q2	$11K	Hold	206	–	–	﹤0.01%	505
2022 Q1	$13K	Buy	206 +100	+94%	+$6.03K	﹤0.01%	474
2021 Q4	$6K	Hold	106	–	–	﹤0.01%	522
2021 Q3	$6K	Sell	106 -49	-32%	-$3K	﹤0.01%	508
2021 Q2	$10K	Hold	155	–	–	﹤0.01%	464
2021 Q1	$10K	Hold	155	–	–	﹤0.01%	441
2020 Q4	$9K	Hold	155	–	–	﹤0.01%	426
2020 Q3	$7K	Buy	155 +64	+70%	+$2.87K	﹤0.01%	418
2020 Q2	$4K	Sell	91 -148	-62%	-$5.42K	﹤0.01%	421
2020 Q1	$7K	Sell	239 -86	-26%	-$3.65K	﹤0.01%	406
2019 Q4	$18K	Hold	325	–	–	﹤0.01%	337
2019 Q3	$15K	Sell	325 -132	-29%	-$6.18K	﹤0.01%	352
2019 Q2	$23K	Buy	+457	New	+$24.1K	0.01%	325

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Tortoise Investment Management's DOW Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dow Inc (DOW) in Q4 2025, closing a stake of 12 shares — an estimated $275 sold.

Tortoise Investment Management first reported a position in DOW in Q2 2019 and held it in 26 quarters. The position peaked at $23K in Q2 2019. 1,122 funds tracked by Wall St. Rank hold DOW as of Q4 2025.

Tortoise Investment Management reported no remaining Dow Inc position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 12 Dow Inc shares in Q4 2025, an estimated $275.
Tortoise Investment Management first reported a position in Dow Inc in Q2 2019 and held it in 26 quarters.
Tortoise Investment Management's Dow Inc position peaked at $23K in Q2 2019.
1,122 funds tracked by Wall St. Rank held Dow Inc as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.