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CapWealth Advisors’s Dow Inc DOW Stock Holding History

CapWealth 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 		$22.5M Buy
823,587
+13,175
+2% +$478K 1.55% 28
2026
Q1 		$33.8M Sell
810,412
-7,246
-0.9% -$230K 2.51% 7
2025
Q4 		$19.1M Buy
817,658
+18,602
+2% +$428K 1.31% 31
2025
Q3 		$18.3M Sell
799,056
-13,345
-2% -$332K 1.26% 31
2025
Q2 		$21.5M Sell
812,401
-38,136
-4% -$1.11M 2.12% 18
2025
Q1 		$29.7M Buy
850,537
+64,870
+8% +$2.49M 3.22% 7
2024
Q4 		$31.5M Buy
785,667
+393,112
+100% +$18.3M 3.46% 5
2024
Q3 		$21.4M Buy
392,555
+11,425
+3% +$603K 2.33% 15
2024
Q2 		$20.2M Sell
381,130
-1,919
-0.5% -$110K 2.55% 12
2024
Q1 		$22.2M Buy
383,049
+974
+0.3% +$53.8K 2.49% 14
2023
Q4 		$21M Buy
382,075
+1,607
+0.4% +$82.1K 2.56% 16
2023
Q3 		$19.6M Buy
380,468
+3,902
+1% +$209K 2.52% 15
2023
Q2 		$20.1M Buy
376,566
+1,391
+0.4% +$73.9K 2.45% 16
2023
Q1 		$20.6M Sell
375,175
-16,048
-4% -$903K 2.57% 14
2022
Q4 		$19.7M Buy
391,223
+3,339
+0.9% +$163K 2.32% 18
2022
Q3 		$17M Buy
387,884
+10,514
+3% +$533K 2.25% 18
2022
Q2 		$19.5M Buy
377,370
+22,330
+6% +$1.43M 2.35% 17
2022
Q1 		$22.6M Sell
355,040
-1,826
-0.5% -$110K 2.32% 13
2021
Q4 		$20.2M Buy
356,866
+2,848
+0.8% +$162K 2.06% 15
2021
Q3 		$20.4M Buy
354,018
+3,237
+0.9% +$198K 2.23% 15
2021
Q2 		$22.2M Buy
350,781
+1,166
+0.3% +$77K 2.41% 12
2021
Q1 		$22.4M Buy
349,615
+191
+0.1% +$11.4K 2.54% 11
2020
Q4 		$19.4M Sell
349,424
-1,520
-0.4% -$78.5K 2.31% 11
2020
Q3 		$16.5M Sell
350,944
-9,348
-3% -$420K 2.21% 16
2020
Q2 		$14.7M Buy
360,292
+87,999
+32% +$3.22M 2.08% 17
2020
Q1 		$7.96M Sell
272,293
-4,147
-2% -$176K 1.4% 29
2019
Q4 		$15.1M Sell
276,440
-2,915
-1% -$151K 1.9% 20
2019
Q3 		$13.3M Buy
279,355
+13,932
+5% +$652K 1.77% 22
2019
Q2 		$13.1M Buy
+265,423
New +$14M 1.87% 19

Other funds holding DOW

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CapWealth Advisors's DOW Position: Q2 2026 in Review

CapWealth Advisors increased its Dow Inc (DOW) stake by 1.6% in Q2 2026, buying an estimated $478K and bringing the position to 823,587 shares worth $22.5M. The position accounts for 1.55% of the portfolio, ranked #28.

CapWealth Advisors first reported a position in DOW in Q2 2019 and has held it in 29 quarters since. The position peaked at $33.8M in Q1 2026. 497 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • CapWealth Advisors held 823,587 shares of Dow Inc worth $22.5M as of Q2 2026.
  • CapWealth Advisors bought 13,175 Dow Inc shares in Q2 2026, an estimated $478K.
  • Dow Inc made up 1.55% of CapWealth Advisors's portfolio in Q2 2026, its #28 holding.
  • CapWealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 29 quarters since.
  • CapWealth Advisors's Dow Inc position peaked at $33.8M in Q1 2026.
  • 497 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.