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
2024 Q2	–	Sell	-200	Closed	-$210	–	893
2024 Q1	$210	Buy	+200	New	+$11.1K	﹤0.01%	847

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 $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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. 1,121 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.
1,121 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.