Coastwise Capital Group’s Dow Inc DOW Stock Holding History

Coastwise Capital Group’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	–	Sell	-5,578	Closed	-$232K	–	144
2026 Q1	$232K	Buy	+5,578	New	+$177K	0.13%	120
2025 Q2	–	Sell	-6,673	Closed	-$233K	–	126
2025 Q1	$233K	Buy	6,673 +308	+5%	+$11.8K	0.2%	110
2024 Q4	$255K	Buy	6,365 +1,800	+39%	+$84K	0.2%	108
2024 Q3	$249K	Buy	+4,565	New	+$241K	0.21%	109
2024 Q2	–	Sell	-3,601	Closed	-$209K	–	117
2024 Q1	$209K	Buy	+3,601	New	+$199K	0.19%	115
2023 Q2	–	Sell	-4,907	Closed	-$269K	–	113
2023 Q1	$269K	Buy	4,907 +215	+5%	+$12.1K	0.31%	87
2022 Q4	$236K	Buy	+4,692	New	+$229K	0.28%	95
2022 Q2	–	Sell	-3,364	Closed	-$214K	–	107
2022 Q1	$214K	Buy	+3,364	New	+$203K	0.27%	95

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Coastwise Capital Group's DOW Position: Q2 2026 in Review

Coastwise Capital Group sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 5,578 shares — an estimated $232K sold.

Coastwise Capital Group first reported a position in DOW in Q1 2022 and held it in 8 quarters. The position peaked at $269K in Q1 2023. 595 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

Coastwise Capital Group reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
Coastwise Capital Group sold 5,578 Dow Inc shares in Q2 2026, an estimated $232K.
Coastwise Capital Group first reported a position in Dow Inc in Q1 2022 and held it in 8 quarters.
Coastwise Capital Group's Dow Inc position peaked at $269K in Q1 2023.
595 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.