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CGPCS
Capital Group Private Client Services’s
Dow Inc
DOW
Stock Holding History
Capital Group Private Client Services’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
Q3
–
Sell
-44,407
Closed
-$1.18M
–
284
2025
Q2
$1.18M
Sell
44,407
-6,809
-13%
-$198K
0.01%
228
2025
Q1
$1.79M
Buy
51,216
+2,398
+5%
+$92.1K
0.02%
211
2024
Q4
$1.96M
Sell
48,818
-7,077
-13%
-$330K
0.02%
208
2024
Q3
$3.05M
Sell
55,895
-802
-1%
-$42.3K
0.03%
190
2024
Q2
$3.01M
Sell
56,697
-968
-2%
-$55.3K
0.03%
189
2024
Q1
$3.34M
Buy
57,665
+1,876
+3%
+$104K
0.03%
182
2023
Q4
$3.06M
Sell
55,789
-5,208
-9%
-$266K
0.03%
180
2023
Q3
$3.15M
Sell
60,997
-1,690
-3%
-$90.7K
0.04%
163
2023
Q2
$3.34M
Sell
62,687
-1,124
-2%
-$59.7K
0.04%
159
2023
Q1
$3.5M
Buy
63,811
+679
+1%
+$38.2K
0.04%
155
2022
Q4
$3.18M
Buy
63,132
+1,083
+2%
+$52.9K
0.04%
164
2022
Q3
$2.73M
Sell
62,049
-343
-0.5%
-$17.4K
0.04%
169
2022
Q2
$3.22M
Sell
62,392
-168
-0.3%
-$10.8K
0.04%
170
2022
Q1
$3.99M
Buy
62,560
+1,345
+2%
+$81.1K
0.04%
171
2021
Q4
$3.47M
Sell
61,215
-2,027
-3%
-$116K
0.04%
161
2021
Q3
$3.64M
Buy
+63,242
New
+$3.87M
0.04%
156
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$6.9T AUM
27.45%
1-Year Est. Return
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New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Pzena Investment Management
New York
$30.8B AUM
11.29%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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