CPL
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Capital & Planning LLC’s Dow Inc DOW Stock Holding History

Capital & Planning LLC’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
-100
Closed -$4.17K – 73
2026
Q1 		$4.17K Buy
+100
New +$3.17K ﹤0.01% 125
2025
Q1 		– Sell
-45,271
Closed -$1.82M – 73
2024
Q4 		$1.82M Buy
+45,271
New +$2.11M 1.33% 19

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 $3.38T AUM 44.17% 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 & Planning LLC's DOW Position: Q2 2026 in Review

Capital & Planning LLC sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 100 shares — an estimated $4.17K sold.

Capital & Planning LLC first reported a position in DOW in Q4 2024 and held it in 2 quarters. The position peaked at $1.82M in Q4 2024. 1,207 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Capital & Planning LLC reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 100 Dow Inc shares in Q2 2026, an estimated $4.17K.
  • Capital & Planning LLC first reported a position in Dow Inc in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Dow Inc position peaked at $1.82M in Q4 2024.
  • 1,207 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.