NECFA
DOW icon

New England Capital Financial Advisors’s Dow Inc DOW Stock Holding History

New England Capital Financial 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 		$5.94K Buy
217
+2
+0.9% +$73 ﹤0.01% 306
2026
Q1 		$8.95K Buy
215
+2
+0.9% +$63 ﹤0.01% 266
2025
Q4 		$4.98K Sell
213
-1,039
-83% -$23.9K ﹤0.01% 313
2025
Q3 		$28.7K Sell
1,252
-1,208
-49% -$30.1K 0.01% 163
2025
Q2 		$65.1K Buy
2,460
+116
+5% +$3.37K 0.03% 101
2025
Q1 		$81.9K Buy
2,344
+14
+0.6% +$538 0.04% 88
2024
Q4 		$93.5K Buy
2,330
+10
+0.4% +$467 0.05% 85
2024
Q3 		$127K Buy
2,320
+7
+0.3% +$370 0.07% 66
2024
Q2 		$123K Buy
2,313
+7
+0.3% +$400 0.07% 66
2024
Q1 		$134K Buy
2,306
+7
+0.3% +$387 0.08% 59
2023
Q4 		$126K Buy
2,299
+8
+0.3% +$409 0.08% 64
2023
Q3 		$118K Buy
2,291
+7
+0.3% +$376 0.08% 65
2023
Q2 		$122K Buy
2,284
+7
+0.3% +$372 0.08% 65
2023
Q1 		$125K Buy
2,277
+6
+0.3% +$338 0.09% 64
2022
Q4 		$130K Buy
+2,271
New +$111K 0.09% 62

Other funds holding DOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

New England Capital Financial Advisors's DOW Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Dow Inc (DOW) stake by 0.93% in Q2 2026, buying an estimated $73 and bringing the position to 217 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

New England Capital Financial Advisors first reported a position in DOW in Q4 2022 and has held it in 15 quarters since. The position peaked at $134K in Q1 2024. 819 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • New England Capital Financial Advisors held 217 shares of Dow Inc worth $5.94K as of Q2 2026.
  • New England Capital Financial Advisors bought 2 Dow Inc shares in Q2 2026, an estimated $73.
  • Dow Inc made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #306 holding.
  • New England Capital Financial Advisors first reported a position in Dow Inc in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Dow Inc position peaked at $134K in Q1 2024.
  • 819 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.