Coston McIsaac & Partners’s Dow Inc DOW Stock Holding History

Coston McIsaac & Partners’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 Q1	$1K	Sell	35 -167	-83%	-$5.3K	﹤0.01%	788
2025 Q4	$4K	Hold	202	–	–	﹤0.01%	675
2025 Q3	$4K	Hold	202	–	–	﹤0.01%	647
2025 Q2	$5K	Sell	202 -135	-40%	-$3.93K	﹤0.01%	604
2025 Q1	$11K	Sell	337 -173	-34%	-$6.64K	﹤0.01%	480
2024 Q4	$20K	Buy	510 +3	+0.6%	+$140	0.01%	390
2024 Q3	$27	Buy	507 +3	+0.6%	+$158	0.01%	361
2024 Q2	$26K	Buy	504 +2	+0.4%	+$114	0.01%	349
2024 Q1	$29K	Buy	502 +38	+8%	+$2.1K	0.01%	343
2023 Q4	$25K	Buy	464 +1	+0.2%	+$51	0.01%	359
2023 Q3	$23K	Buy	463 +2	+0.4%	+$107	0.01%	359
2023 Q2	$24K	Buy	461 +2	+0.4%	+$106	0.01%	383
2023 Q1	$25K	Buy	459 +36	+9%	+$2.02K	0.01%	372
2022 Q4	$21	Buy	423 +2	+0.5%	+$98	0.01%	398
2022 Q3	$18K	Sell	421 -41	-9%	-$2.08K	0.01%	343
2022 Q2	$24K	Buy	+462	New	+$29.6K	0.01%	193

Other funds holding DOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return