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	–	491
2025 Q1	$5.38K	Buy	+154	New	+$5.91K	﹤0.01%	340
2024 Q4	–	Sell	-107	Closed	-$5.85K	–	567
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

West Branch Capital's DOW Position: Q2 2025 in Review

West Branch Capital sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 154 shares — an estimated $5.38K sold.

West Branch Capital first reported a position in DOW in Q2 2021 and held it in 15 quarters. The position peaked at $18K in Q4 2021. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

West Branch Capital reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
West Branch Capital sold 154 Dow Inc shares in Q2 2025, an estimated $5.38K.
West Branch Capital first reported a position in Dow Inc in Q2 2021 and held it in 15 quarters.
West Branch Capital's Dow Inc position peaked at $18K in Q4 2021.
1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.