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Northcape Wealth Management’s Dow Inc DOW Stock Holding History

Northcape Wealth 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 		$397K Sell
9,543
-2,059
-18% -$65.3K 0.11% 105
2025
Q4 		$271K Buy
11,602
+176
+2% +$4.05K 0.08% 127
2025
Q3 		$262K Buy
+11,426
New +$285K 0.08% 125
2024
Q4 		– Sell
-5,480
Closed -$299K – 143
2024
Q3 		$299K Buy
5,480
+1
+0% +$53 0.1% 116
2024
Q2 		$291K Sell
5,479
-278
-5% -$15.9K 0.1% 110
2024
Q1 		$333K Sell
5,757
-280
-5% -$15.5K 0.12% 109
2023
Q4 		$331K Sell
6,037
-128
-2% -$6.54K 0.12% 114
2023
Q3 		$318K Sell
6,165
-349
-5% -$18.7K 0.12% 119
2023
Q2 		$347K Sell
6,514
-82
-1% -$4.36K 0.13% 118
2023
Q1 		$362K Buy
+6,596
New +$371K 0.13% 113
2022
Q4 		– Sell
-6,908
Closed -$303K – 90
2022
Q3 		$303K Buy
6,908
+1,647
+31% +$83.5K 0.11% 114
2022
Q2 		$271K Sell
5,261
-1,039
-16% -$66.5K 0.1% 104
2022
Q1 		$401K Buy
6,300
+1,987
+46% +$120K 0.12% 110
2021
Q4 		$245K Buy
+4,313
New +$246K 0.08% 115

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

Northcape Wealth Management's DOW Position: Q1 2026 in Review

Northcape Wealth Management reduced its Dow Inc (DOW) stake by 18% in Q1 2026, selling an estimated $65.3K and leaving 9,543 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #105.

Northcape Wealth Management first reported a position in DOW in Q4 2021 and has held it in 14 quarters since. The position peaked at $401K in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Northcape Wealth Management held 9,543 shares of Dow Inc worth $397K as of Q1 2026.
  • Northcape Wealth Management sold 2,059 Dow Inc shares in Q1 2026, an estimated $65.3K.
  • Dow Inc made up 0.11% of Northcape Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Northcape Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 14 quarters since.
  • Northcape Wealth Management's Dow Inc position peaked at $401K in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Northcape Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.