ECM
DOW icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
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
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

Evergreen Capital Management's DOW Position: Q1 2026 in Review

Evergreen Capital Management increased its Dow Inc (DOW) stake by 2.4% in Q1 2026, buying an estimated $30.6K and bringing the position to 41,267 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #349.

Evergreen Capital Management first reported a position in DOW in Q2 2019 and has held it in 24 quarters since. The position peaked at $9.77M in Q2 2025. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Evergreen Capital Management held 41,267 shares of Dow Inc worth $1.72M as of Q1 2026.
  • Evergreen Capital Management bought 965 Dow Inc shares in Q1 2026, an estimated $30.6K.
  • Dow Inc made up 0.04% of Evergreen Capital Management's portfolio in Q1 2026, its #349 holding.
  • Evergreen Capital Management first reported a position in Dow Inc in Q2 2019 and has held it in 24 quarters since.
  • Evergreen Capital Management's Dow Inc position peaked at $9.77M in Q2 2025.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.