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Yoffe Investment Management’s Dow Inc DOW Stock Holding History

Yoffe 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
2026
Q2 		$223K Buy
8,164
+5
+0.1% +$181 0.26% 106
2026
Q1 		$340K Buy
+8,159
New +$259K 0.44% 80
2025
Q3 		– Sell
-8,141
Closed -$216K – 114
2025
Q2 		$216K Buy
8,141
+11
+0.1% +$320 0.3% 106
2025
Q1 		$284K Buy
8,130
+8
+0.1% +$307 0.42% 85
2024
Q4 		$326K Buy
+8,122
New +$379K 0.48% 80

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Yoffe Investment Management's DOW Position: Q2 2026 in Review

Yoffe Investment Management increased its Dow Inc (DOW) stake by 0.06% in Q2 2026, buying an estimated $181 and bringing the position to 8,164 shares worth $223K. The position accounts for 0.26% of the portfolio, ranked #106.

Yoffe Investment Management first reported a position in DOW in Q4 2024 and has held it in 5 quarters since. The position peaked at $340K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Yoffe Investment Management held 8,164 shares of Dow Inc worth $223K as of Q2 2026.
  • Yoffe Investment Management bought 5 Dow Inc shares in Q2 2026, an estimated $181.
  • Dow Inc made up 0.26% of Yoffe Investment Management's portfolio in Q2 2026, its #106 holding.
  • Yoffe Investment Management first reported a position in Dow Inc in Q4 2024 and has held it in 5 quarters since.
  • Yoffe Investment Management's Dow Inc position peaked at $340K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.