Capstone Investment Advisors
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Capstone Investment Advisors’s Dow Inc DOW Stock Holding History

Capstone Investment 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
Q1 		$234K Sell
5,630
-69,665
-93% -$2.21M ﹤0.01% 1473
2025
Q4 		$1.76M Sell
75,295
-46,177
-38% -$1.06M ﹤0.01% 665
2025
Q3 		$2.79M Buy
121,472
+58,676
+93% +$1.46M 0.01% 650
2025
Q2 		$1.66M Sell
62,796
-254,646
-80% -$7.41M ﹤0.01% 701
2025
Q1 		$11.1M Buy
317,442
+259,886
+452% +$9.98M 0.03% 272
2024
Q4 		$2.31M Buy
57,556
+51,377
+831% +$2.4M 0.01% 803
2024
Q3 		$338K Sell
6,179
-11,157
-64% -$589K ﹤0.01% 1364
2024
Q2 		$920K Buy
+17,336
New +$990K ﹤0.01% 1023
2023
Q4 		– Sell
-10,569
Closed -$540K – 2170
2023
Q3 		$545K Sell
10,569
-3,208
-23% -$172K ﹤0.01% 1279
2023
Q2 		$734K Buy
13,777
+6,896
+100% +$367K ﹤0.01% 991
2023
Q1 		$377K Sell
6,881
-1,945
-22% -$109K ﹤0.01% 1095
2022
Q4 		$445K Buy
8,826
+2,940
+50% +$144K ﹤0.01% 1158
2022
Q3 		$259K Buy
5,886
+4,546
+339% +$230K ﹤0.01% 1414
2022
Q2 		$69K Sell
1,340
-10,863
-89% -$696K ﹤0.01% 1578
2022
Q1 		$778K Sell
12,203
-115,312
-90% -$6.96M ﹤0.01% 1396
2021
Q4 		$7.23M Buy
127,515
+27,749
+28% +$1.58M 0.01% 715
2021
Q3 		$5.74M Buy
99,766
+88,334
+773% +$5.41M 0.01% 807
2021
Q2 		$723K Buy
+11,432
New +$755K ﹤0.01% 1318
2020
Q4 		– Sell
-28,774
Closed -$1.49M – 1686
2020
Q3 		$1.35M Buy
+28,774
New +$1.29M 0.01% 933
2020
Q2 		– Sell
-61,008
Closed -$2.23M – 1324
2020
Q1 		$1.78M Sell
61,008
-16,812
-22% -$715K 0.03% 550
2019
Q4 		$4.26M Buy
77,820
+23,823
+44% +$1.23M 0.02% 616
2019
Q3 		$2.57M Buy
53,997
+4,397
+9% +$206K 0.02% 651
2019
Q2 		$2.45M Buy
+49,600
New +$2.62M 0.02% 687

Other funds holding DOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capstone Investment Advisors's DOW Position: Q1 2026 in Review

Capstone Investment Advisors reduced its Dow Inc (DOW) stake by 93% in Q1 2026, selling an estimated $2.21M and leaving 5,630 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Capstone Investment Advisors first reported a position in DOW in Q2 2019 and has held it in 23 quarters since. The position peaked at $11.1M in Q1 2025. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Capstone Investment Advisors held 5,630 shares of Dow Inc worth $234K as of Q1 2026.
  • Capstone Investment Advisors sold 69,665 Dow Inc shares in Q1 2026, an estimated $2.21M.
  • Dow Inc made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1473 holding.
  • Capstone Investment Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 23 quarters since.
  • Capstone Investment Advisors's Dow Inc position peaked at $11.1M in Q1 2025.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.