CIA
DOW icon

Cape Investment Advisory’s Dow Inc DOW Stock Holding History

Cape Investment Advisory’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 		$6.32K Buy
+231
New +$8.38K ﹤0.01% 967
2026
Q1 		– Sell
-181
Closed -$4.23K – 453
2025
Q4 		$4.23K Buy
181
+126
+229% +$2.9K ﹤0.01% 946
2025
Q3 		$1.26K Sell
55
-164
-75% -$4.09K ﹤0.01% 723
2025
Q2 		$5.8K Sell
219
-2
-0.9% -$58 ﹤0.01% 731
2025
Q1 		$7.72K Hold
221
– – ﹤0.01% 652
2024
Q4 		$8.87K Buy
221
+57
+35% +$2.66K ﹤0.01% 610
2024
Q3 		$8.96K Hold
164
– – ﹤0.01% 587
2024
Q2 		$8.7K Hold
164
– – ﹤0.01% 545
2024
Q1 		$9.5K Hold
164
– – ﹤0.01% 560
2023
Q4 		$8.99K Hold
164
– – ﹤0.01% 687
2023
Q3 		$8.46K Hold
164
– – ﹤0.01% 587
2023
Q2 		$8.73K Hold
164
– – ﹤0.01% 577
2023
Q1 		$8.99K Buy
+164
New +$9.23K 0.01% 560

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

Cape Investment Advisory's DOW Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Dow Inc (DOW) in Q2 2026: 231 shares worth $6.32K. The stake represents ﹤0.01% of the portfolio and ranks #967 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DOW as recently as Q4 2025.

Cape Investment Advisory first reported a position in DOW in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.5K in Q1 2024. 1,195 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Cape Investment Advisory held 231 shares of Dow Inc worth $6.32K as of Q2 2026.
  • Dow Inc was a new Cape Investment Advisory position in Q2 2026.
  • Dow Inc made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #967 holding.
  • Cape Investment Advisory first reported a position in Dow Inc in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Dow Inc position peaked at $9.5K in Q1 2024.
  • 1,195 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.