Northcape Wealth Management
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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
Q3 		$259K Buy
9,391
+477
+5% +$14.2K 0.07% 127
2026
Q2 		$244K Sell
8,914
-629
-7% -$22.8K 0.06% 133
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Northcape Wealth Management's DOW Position: Q3 2026 in Review

Northcape Wealth Management increased its Dow Inc (DOW) stake by 5.4% in Q3 2026, buying an estimated $14.2K and bringing the position to 9,391 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #127.

Northcape Wealth Management first reported a position in DOW in Q4 2021 and has held it in 16 quarters since. The position peaked at $401K in Q1 2022. 741 funds tracked by Wall St. Rank hold DOW as of Q3 2026.

  • Northcape Wealth Management held 9,391 shares of Dow Inc worth $259K as of Q3 2026.
  • Northcape Wealth Management bought 477 Dow Inc shares in Q3 2026, an estimated $14.2K.
  • Dow Inc made up 0.07% of Northcape Wealth Management's portfolio in Q3 2026, its #127 holding.
  • Northcape Wealth Management first reported a position in Dow Inc in Q4 2021 and has held it in 16 quarters since.
  • Northcape Wealth Management's Dow Inc position peaked at $401K in Q1 2022.
  • 741 funds tracked by Wall St. Rank held Dow Inc as of Q3 2026.

Based on Northcape Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.