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
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 $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital & Planning LLC's DOW Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Dow Inc (DOW) in Q1 2026: 100 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #125 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in DOW as recently as Q4 2024.

Capital & Planning LLC first reported a position in DOW in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.82M in Q4 2024. 1,315 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Capital & Planning LLC held 100 shares of Dow Inc worth $4.17K as of Q1 2026.
  • Dow Inc was a new Capital & Planning LLC position in Q1 2026.
  • Dow Inc made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #125 holding.
  • Capital & Planning LLC first reported a position in Dow Inc in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Dow Inc position peaked at $1.82M in Q4 2024.
  • 1,315 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.