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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

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Group Private Client Services's DOW Position: Q3 2025 in Review

Capital Group Private Client Services sold out of Dow Inc (DOW) in Q3 2025, closing a stake of 44,407 shares — an estimated $1.18M sold.

Capital Group Private Client Services first reported a position in DOW in Q3 2021 and held it in 16 quarters. The position peaked at $3.99M in Q1 2022. 1,107 funds tracked by Wall St. Rank hold DOW as of Q3 2025.

  • Capital Group Private Client Services reported no remaining Dow Inc position as of Q3 2025 after selling out during the quarter.
  • Capital Group Private Client Services sold 44,407 Dow Inc shares in Q3 2025, an estimated $1.18M.
  • Capital Group Private Client Services first reported a position in Dow Inc in Q3 2021 and held it in 16 quarters.
  • Capital Group Private Client Services's Dow Inc position peaked at $3.99M in Q1 2022.
  • 1,107 funds tracked by Wall St. Rank held Dow Inc as of Q3 2025.

Based on Capital Group Private Client Services's 13F filing for Q3 2025, filed 13 Nov 2025.