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Berkeley Capital Partners’s Dow Inc DOW Stock Holding History

Berkeley Capital Partners’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
Q1 		$1.8M Buy
43,187
+15,530
+56% +$492K 0.42% 47
2025
Q4 		$647K Buy
27,657
+7,218
+35% +$166K 0.15% 117
2025
Q3 		$469K Sell
20,439
-1,842
-8% -$45.9K 0.11% 127
2025
Q2 		$590K Sell
22,281
-27,428
-55% -$798K 0.15% 110
2025
Q1 		$1.74M Buy
49,709
+23,108
+87% +$887K 0.48% 43
2024
Q4 		$1.07M Sell
26,601
-8,609
-24% -$402K 0.3% 70
2024
Q3 		$1.92M Buy
35,210
+1,428
+4% +$75.4K 0.55% 33
2024
Q2 		$1.79M Buy
33,782
+878
+3% +$50.2K 0.54% 36
2024
Q1 		$1.91M Buy
32,904
+212
+0.6% +$11.7K 0.58% 30
2023
Q4 		$1.79M Sell
32,692
-379
-1% -$19.4K 0.59% 26
2023
Q3 		$1.71M Buy
33,071
+774
+2% +$41.6K 0.62% 28
2023
Q2 		$1.72M Buy
32,297
+1,818
+6% +$96.6K 0.61% 30
2023
Q1 		$1.67M Buy
30,479
+9,541
+46% +$537K 0.62% 28
2022
Q4 		$1.06M Sell
20,938
-3,312
-14% -$162K 0.41% 49
2022
Q3 		$1.06M Buy
24,250
+5,700
+31% +$289K 0.46% 39
2022
Q2 		$957K Buy
18,550
+2,735
+17% +$175K 0.39% 48
2022
Q1 		$1.01M Buy
15,815
+8,271
+110% +$499K 0.4% 47
2021
Q4 		$428K Buy
7,544
+1,031
+16% +$58.8K 0.18% 83
2021
Q3 		$375K Buy
6,513
+1,034
+19% +$63.3K 0.17% 88
2021
Q2 		$347K Sell
5,479
-242
-4% -$16K 0.15% 89
2021
Q1 		$366K Buy
5,721
+370
+7% +$22.1K 0.18% 84
2020
Q4 		$297K Buy
5,351
+220
+4% +$11.4K 0.15% 88
2020
Q3 		$241K Buy
+5,131
New +$230K 0.15% 94
2020
Q1 		– Sell
-5,063
Closed -$277K – 116
2019
Q4 		$277K Buy
+5,063
New +$262K 0.14% 115

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Berkeley Capital Partners's DOW Position: Q1 2026 in Review

Berkeley Capital Partners increased its Dow Inc (DOW) stake by 56% in Q1 2026, buying an estimated $492K and bringing the position to 43,187 shares worth $1.8M. The position accounts for 0.42% of the portfolio, ranked #47.

Berkeley Capital Partners first reported a position in DOW in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.92M in Q3 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Berkeley Capital Partners held 43,187 shares of Dow Inc worth $1.8M as of Q1 2026.
  • Berkeley Capital Partners bought 15,530 Dow Inc shares in Q1 2026, an estimated $492K.
  • Dow Inc made up 0.42% of Berkeley Capital Partners's portfolio in Q1 2026, its #47 holding.
  • Berkeley Capital Partners first reported a position in Dow Inc in Q4 2019 and has held it in 24 quarters since.
  • Berkeley Capital Partners's Dow Inc position peaked at $1.92M in Q3 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.