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 		$1.69M Sell
40,500
-20,400
-33% -$647K ﹤0.01% 691
2025
Q4 		$1.42M Buy
60,900
+49,100
+416% +$1.13M ﹤0.01% 731
2025
Q3 		$271K Buy
11,800
+1,100
+10% +$27.4K ﹤0.01% 1691
2025
Q2 		$283K Sell
10,700
-15,600
-59% -$454K ﹤0.01% 1400
2025
Q1 		$918K Sell
26,300
-53,600
-67% -$2.06M ﹤0.01% 909
2024
Q4 		$3.21M Buy
79,900
+33,500
+72% +$1.56M 0.01% 687
2024
Q3 		$2.53M Buy
46,400
+4,100
+10% +$216K 0.01% 658
2024
Q2 		$2.24M Buy
42,300
+5,100
+14% +$291K 0.01% 680
2024
Q1 		$2.15M Sell
37,200
-23,000
-38% -$1.27M 0.01% 749
2023
Q4 		$3.3M Buy
60,200
+27,000
+81% +$1.38M 0.01% 658
2023
Q3 		$1.71M Buy
33,200
+6,600
+25% +$354K 0.01% 786
2023
Q2 		$1.42M Buy
26,600
+1,000
+4% +$53.2K 0.01% 745
2023
Q1 		$1.4M Buy
25,600
+10,700
+72% +$602K 0.01% 690
2022
Q4 		$751K Buy
14,900
+1,700
+13% +$83K 0.01% 1020
2022
Q3 		$580K Sell
13,200
-5,000
-27% -$254K ﹤0.01% 1213
2022
Q2 		$939K Sell
18,200
-62,400
-77% -$4M ﹤0.01% 1048
2022
Q1 		$5.14M Sell
80,600
-98,500
-55% -$5.94M 0.01% 697
2021
Q4 		$10.2M Buy
179,100
+5,400
+3% +$308K 0.02% 596
2021
Q3 		$10M Buy
173,700
+31,100
+22% +$1.9M 0.02% 622
2021
Q2 		$9.02M Buy
142,600
+22,100
+18% +$1.46M 0.02% 561
2021
Q1 		$7.71M Buy
120,500
+76,200
+172% +$4.56M 0.02% 535
2020
Q4 		$2.46M Buy
44,300
+6,900
+18% +$356K 0.01% 816
2020
Q3 		$1.76M Sell
37,400
-4,600
-11% -$207K 0.01% 855
2020
Q2 		$1.71M Buy
42,000
+18,100
+76% +$663K 0.01% 766
2020
Q1 		$699K Sell
23,900
-78,300
-77% -$3.33M 0.01% 814
2019
Q4 		$5.59M Buy
102,200
+17,800
+21% +$920K 0.03% 523
2019
Q3 		$4.02M Buy
84,400
+45,600
+118% +$2.13M 0.03% 515
2019
Q2 		$1.91M Buy
+38,800
New +$2.05M 0.01% 753

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.