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Capital A Wealth Management’s Dow Inc DOW Stock Holding History

Capital A Wealth 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
2025
Q2 		$31.4K Buy
573
+570
+19,000% +$16.6K 0.35% 93
2025
Q1 		$105 Hold
3
– – ﹤0.01% 694
2024
Q4 		$120 Buy
+3
New +$140 ﹤0.01% 757

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Capital A Wealth Management's DOW Position: Q2 2025 in Review

Capital A Wealth Management increased its Dow Inc (DOW) stake by 19,000% in Q2 2025, buying an estimated $16.6K and bringing the position to 573 shares worth $31.4K. The position accounts for 0.35% of the portfolio, ranked #93.

Capital A Wealth Management first reported a position in DOW in Q4 2024 and has held it in 3 quarters since. 1,211 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

  • Capital A Wealth Management held 573 shares of Dow Inc worth $31.4K as of Q2 2025.
  • Capital A Wealth Management bought 570 Dow Inc shares in Q2 2025, an estimated $16.6K.
  • Dow Inc made up 0.35% of Capital A Wealth Management's portfolio in Q2 2025, its #93 holding.
  • Capital A Wealth Management first reported a position in Dow Inc in Q4 2024 and has held it in 3 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.