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Capital Performance Advisors’s Dow Inc DOW Stock Holding History

Capital Performance Advisors’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 		– Sell
-7,288
Closed -$304K – 365
2026
Q1 		$304K Buy
+7,288
New +$231K 0.02% 325
2024
Q4 		– Sell
-777
Closed -$42.5K – 860
2024
Q3 		$42.5K Buy
+777
New +$41K 0.01% 394

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

Capital Performance Advisors's DOW Position: Q2 2026 in Review

Capital Performance Advisors sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 7,288 shares — an estimated $304K sold.

Capital Performance Advisors first reported a position in DOW in Q3 2024 and held it in 2 quarters. The position peaked at $304K in Q1 2026. 1,198 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Capital Performance Advisors reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 7,288 Dow Inc shares in Q2 2026, an estimated $304K.
  • Capital Performance Advisors first reported a position in Dow Inc in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Dow Inc position peaked at $304K in Q1 2026.
  • 1,198 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.