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U.S. Capital Wealth Advisors’s Dow Inc DOW Stock Holding History

U.S. Capital Wealth 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
Q1 		$2.8M Buy
67,325
+49,782
+284% +$1.58M 0.07% 273
2025
Q4 		$410K Sell
17,543
-68,319
-80% -$1.57M 0.01% 709
2025
Q3 		$1.97M Sell
85,862
-213,267
-71% -$5.31M 0.05% 334
2025
Q2 		$7.92M Buy
299,129
+27,697
+10% +$806K 0.23% 116
2025
Q1 		$9.48M Buy
271,432
+82,067
+43% +$3.15M 0.29% 85
2024
Q4 		$7.6M Sell
189,365
-68,971
-27% -$3.22M 0.24% 98
2024
Q3 		$14.1M Buy
258,336
+4,377
+2% +$231K 0.5% 50
2024
Q2 		$13.5M Buy
253,959
+1,546
+0.6% +$88.3K 0.51% 44
2024
Q1 		$14.6M Sell
252,413
-3,263
-1% -$180K 0.56% 35
2023
Q4 		$14M Sell
255,676
-3,948
-2% -$202K 0.56% 34
2023
Q3 		$13.4M Buy
259,624
+6,897
+3% +$370K 0.6% 32
2023
Q2 		$13.5M Buy
252,727
+13,725
+6% +$730K 0.64% 32
2023
Q1 		$13.1M Buy
239,002
+18,160
+8% +$1.02M 0.61% 29
2022
Q4 		$11.1M Sell
220,842
-1,349
-0.6% -$65.9K 0.52% 30
2022
Q3 		$9.76M Sell
222,191
-170,960
-43% -$8.67M 0.49% 31
2022
Q2 		$20.3M Buy
393,151
+48,940
+14% +$3.13M 0.89% 17
2022
Q1 		$21.9M Buy
344,211
+127,858
+59% +$7.71M 0.8% 18
2021
Q4 		$12.3M Buy
216,353
+6,334
+3% +$361K 0.49% 44
2021
Q3 		$12.1M Buy
+210,019
New +$12.9M 0.52% 41

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

U.S. Capital Wealth Advisors's DOW Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Dow Inc (DOW) stake by 284% in Q1 2026, buying an estimated $1.58M and bringing the position to 67,325 shares worth $2.8M. The position accounts for 0.07% of the portfolio, ranked #273.

U.S. Capital Wealth Advisors first reported a position in DOW in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.9M in Q1 2022. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • U.S. Capital Wealth Advisors held 67,325 shares of Dow Inc worth $2.8M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 49,782 Dow Inc shares in Q1 2026, an estimated $1.58M.
  • Dow Inc made up 0.07% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #273 holding.
  • U.S. Capital Wealth Advisors first reported a position in Dow Inc in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Dow Inc position peaked at $21.9M in Q1 2022.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.