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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
Q3 		$209K Sell
7,596
-815,991
-99% -$24.3M 0.02% 113
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

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

CapWealth Advisors's DOW Position: Q3 2026 in Review

CapWealth Advisors reduced its Dow Inc (DOW) stake by 99% in Q3 2026, selling an estimated $24.3M and leaving 7,596 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #113.

CapWealth Advisors first reported a position in DOW in Q2 2019 and has held it in 30 quarters since. The position peaked at $33.8M in Q1 2026. 20 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • CapWealth Advisors held 7,596 shares of Dow Inc worth $209K as of Q3 2026.
  • CapWealth Advisors sold 815,991 Dow Inc shares in Q3 2026, an estimated $24.3M.
  • Dow Inc made up 0.02% of CapWealth Advisors's portfolio in Q3 2026, its #113 holding.
  • CapWealth Advisors first reported a position in Dow Inc in Q2 2019 and has held it in 30 quarters since.
  • CapWealth Advisors's Dow Inc position peaked at $33.8M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.