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Evergreen Capital Management’s Dow Inc DOW Stock Holding History

Evergreen Capital Management’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 		$1.1M Sell
40,224
-1,043
-3% -$37.9K 0.02% 504
2026
Q1 		$1.72M Buy
41,267
+965
+2% +$30.6K 0.04% 349
2025
Q4 		$942K Buy
40,302
+31,357
+351% +$721K 0.02% 489
2025
Q3 		$205K Sell
8,945
-360,070
-98% -$8.97M ﹤0.01% 1218
2025
Q2 		$9.77M Buy
+369,015
New +$10.7M 0.29% 91
2025
Q1 		– Sell
-20,758
Closed -$833K – 1121
2024
Q4 		$833K Sell
20,758
-6,008
-22% -$280K 0.03% 374
2024
Q3 		$1.46M Buy
26,766
+260
+1% +$13.7K 0.05% 286
2024
Q2 		$1.41M Buy
26,506
+372
+1% +$21.3K 0.05% 275
2024
Q1 		$1.51M Sell
26,134
-2,091
-7% -$116K 0.06% 256
2023
Q4 		$1.55M Buy
28,225
+6,806
+32% +$348K 0.06% 247
2023
Q3 		$1.1M Buy
21,419
+70
+0.3% +$3.76K 0.05% 275
2023
Q2 		$1.14M Buy
21,349
+4,827
+29% +$257K 0.05% 275
2023
Q1 		$906K Buy
16,522
+1,998
+14% +$112K 0.04% 286
2022
Q4 		$732K Buy
14,524
+3,894
+37% +$190K 0.03% 312
2022
Q3 		$467K Buy
10,630
+791
+8% +$40.1K 0.02% 351
2022
Q2 		$508K Sell
9,839
-1,018
-9% -$65.2K 0.03% 329
2022
Q1 		$692K Buy
10,857
+1,716
+19% +$104K 0.03% 329
2021
Q4 		$518K Sell
9,141
-32,254
-78% -$1.84M 0.02% 371
2021
Q3 		$2.38M Buy
41,395
+1,613
+4% +$98.7K 0.11% 195
2021
Q2 		$2.52M Buy
39,782
+1,043
+3% +$68.9K 0.12% 180
2021
Q1 		$2.48M Buy
38,739
+34,922
+915% +$2.09M 0.13% 171
2020
Q4 		$212K Buy
+3,817
New +$197K 0.01% 408
2020
Q1 		– Sell
-5,270
Closed -$288K – 414
2019
Q4 		$288K Buy
5,270
+318
+6% +$16.4K 0.02% 361
2019
Q3 		$236K Buy
4,952
+268
+6% +$12.5K 0.02% 359
2019
Q2 		$231K Buy
+4,684
New +$247K 0.02% 357

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Evergreen Capital Management's DOW Position: Q2 2026 in Review

Evergreen Capital Management reduced its Dow Inc (DOW) stake by 2.5% in Q2 2026, selling an estimated $37.9K and leaving 40,224 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #504.

Evergreen Capital Management first reported a position in DOW in Q2 2019 and has held it in 25 quarters since. The position peaked at $9.77M in Q2 2025. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Evergreen Capital Management held 40,224 shares of Dow Inc worth $1.1M as of Q2 2026.
  • Evergreen Capital Management sold 1,043 Dow Inc shares in Q2 2026, an estimated $37.9K.
  • Dow Inc made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #504 holding.
  • Evergreen Capital Management first reported a position in Dow Inc in Q2 2019 and has held it in 25 quarters since.
  • Evergreen Capital Management's Dow Inc position peaked at $9.77M in Q2 2025.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.