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CoreCap Advisors’s Dow Inc DOW Stock Holding History

CoreCap 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 		$295K Buy
10,764
+4,072
+61% +$148K 0.01% 715
2026
Q1 		$279K Buy
6,692
+1,839
+38% +$58.3K 0.01% 684
2025
Q4 		$113K Sell
4,853
-1,718
-26% -$39.5K ﹤0.01% 978
2025
Q3 		$151K Buy
6,571
+500
+8% +$12.5K 0.01% 885
2025
Q2 		$161K Buy
6,071
+895
+17% +$26K 0.01% 814
2025
Q1 		$181K Buy
5,176
+315
+6% +$12.1K 0.01% 706
2024
Q4 		$195K Buy
4,861
+126
+3% +$5.88K 0.01% 713
2024
Q3 		$259K Buy
+4,735
New +$250K 0.01% 611
2024
Q2 		– Sell
-5,704
Closed -$330K – 1850
2024
Q1 		$330K Buy
5,704
+15
+0.3% +$829 0.02% 504
2023
Q4 		$312K Sell
5,689
-597
-9% -$30.5K 0.02% 443
2023
Q3 		$324K Sell
6,286
-17,816
-74% -$956K 0.02% 403
2023
Q2 		$1.28M Buy
+24,102
New +$1.28M 0.09% 215
2022
Q4 		$501K Buy
9,937
+1,840
+23% +$89.9K 0.04% 353
2022
Q3 		$356K Sell
8,097
-2,057
-20% -$104K 0.03% 390
2022
Q2 		$524K Buy
10,154
+4,795
+89% +$307K 0.04% 309
2022
Q1 		$342K Buy
5,359
+280
+6% +$16.9K 0.02% 379
2021
Q4 		$288K Buy
+5,079
New +$290K 0.02% 451

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
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $236M AUM 22.39% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CoreCap Advisors's DOW Position: Q2 2026 in Review

CoreCap Advisors increased its Dow Inc (DOW) stake by 61% in Q2 2026, buying an estimated $148K and bringing the position to 10,764 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #715.

CoreCap Advisors first reported a position in DOW in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.28M in Q2 2023. 206 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • CoreCap Advisors held 10,764 shares of Dow Inc worth $295K as of Q2 2026.
  • CoreCap Advisors bought 4,072 Dow Inc shares in Q2 2026, an estimated $148K.
  • Dow Inc made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #715 holding.
  • CoreCap Advisors first reported a position in Dow Inc in Q4 2021 and has held it in 17 quarters since.
  • CoreCap Advisors's Dow Inc position peaked at $1.28M in Q2 2023.
  • 206 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.