West Branch Capital’s Dow Inc DOW Stock Holding History

West Branch Capital’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	-154	Closed	-$5.38K	–	492
2025 Q1	$5.38K	Buy	+154	New	+$5.91K	﹤0.01%	340
2024 Q4	–	Sell	-107	Closed	-$5.85K	–	572
2024 Q3	$5.85K	Buy	107 +1	+0.9%	+$53	﹤0.01%	326
2024 Q2	$5.62K	Hold	106	–	–	﹤0.01%	322
2024 Q1	$6.14K	Hold	106	–	–	﹤0.01%	317
2023 Q4	$5.81K	Hold	106	–	–	﹤0.01%	318
2023 Q3	$5.47K	Hold	106	–	–	﹤0.01%	328
2023 Q2	$5.65K	Hold	106	–	–	﹤0.01%	336
2023 Q1	$5.81K	Sell	106 -111	-51%	-$6.25K	﹤0.01%	336
2022 Q4	$10.9K	Buy	217 +49	+29%	+$2.39K	0.01%	275
2022 Q3	$7K	Hold	168	–	–	﹤0.01%	311
2022 Q2	$9K	Hold	168	–	–	0.01%	282
2022 Q1	$11K	Sell	168 -153	-48%	-$9.23K	0.01%	287
2021 Q4	$18K	Buy	321 +40	+14%	+$2.28K	0.01%	270
2021 Q3	$16K	Buy	281 +35	+14%	+$2.14K	0.01%	260
2021 Q2	$16K	Buy	+246	New	+$16.2K	0.01%	273

Other funds holding DOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return