Coastal Bridge Advisors’s Dow Inc DOW Stock Holding History

Coastal Bridge 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
2025 Q2	–	Sell	-6,856	Closed	-$239K	–	448
2025 Q1	$239K	Buy	+6,856	New	+$263K	0.02%	374
2024 Q4	–	Sell	-6,434	Closed	-$351K	–	166
2024 Q3	$351K	Buy	6,434 +22	+0.3%	+$1.16K	0.09%	111
2024 Q2	$340K	Buy	6,412 +20	+0.3%	+$1.14K	0.08%	110
2024 Q1	$370K	Buy	6,392 +19	+0.3%	+$1.05K	0.09%	110
2023 Q4	$349K	Buy	6,373 +22	+0.3%	+$1.12K	0.09%	109
2023 Q3	$327K	Buy	6,351 +20	+0.3%	+$1.07K	0.09%	111
2023 Q2	$337K	Buy	6,331 +20	+0.3%	+$1.06K	0.08%	109
2023 Q1	$346K	Buy	6,311 +19	+0.3%	+$1.07K	0.09%	112
2022 Q4	$317K	Buy	6,292 +20	+0.3%	+$977	0.09%	113
2022 Q3	$276K	Buy	6,272 +21	+0.3%	+$1.06K	0.07%	125
2022 Q2	$323K	Buy	6,251 +1,628	+35%	+$104K	0.1%	106
2022 Q1	$295K	Buy	4,623 +16	+0.3%	+$965	0.07%	118
2021 Q4	$261K	Buy	4,607 +18	+0.4%	+$1.03K	0.05%	157
2021 Q3	$264K	Buy	4,589 +16	+0.3%	+$979	0.06%	112
2021 Q2	$289K	Buy	+4,573	New	+$302K	0.06%	111

Other funds holding DOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coastal Bridge Advisors's DOW Position: Q2 2025 in Review

Coastal Bridge Advisors sold out of Dow Inc (DOW) in Q2 2025, closing a stake of 6,856 shares — an estimated $239K sold.

Coastal Bridge Advisors first reported a position in DOW in Q2 2021 and held it in 15 quarters. The position peaked at $370K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold DOW as of Q2 2025.

Coastal Bridge Advisors reported no remaining Dow Inc position as of Q2 2025 after selling out during the quarter.
Coastal Bridge Advisors sold 6,856 Dow Inc shares in Q2 2025, an estimated $239K.
Coastal Bridge Advisors first reported a position in Dow Inc in Q2 2021 and held it in 15 quarters.
Coastal Bridge Advisors's Dow Inc position peaked at $370K in Q1 2024.
1,215 funds tracked by Wall St. Rank held Dow Inc as of Q2 2025.

Based on Coastal Bridge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.