WC
DOW icon

Waterloo Capital’s Dow Inc DOW Stock Holding History

Waterloo Capital’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 		$753K Buy
18,080
+7,027
+64% +$223K 0.05% 247
2025
Q4 		$258K Sell
11,053
-674
-6% -$15.5K 0.02% 402
2025
Q3 		$269K Buy
11,727
+2,671
+29% +$66.5K 0.02% 377
2025
Q2 		$240K Buy
9,056
+126
+1% +$3.67K 0.02% 405
2025
Q1 		$312K Sell
8,930
-3,437
-28% -$132K 0.03% 313
2024
Q4 		$496K Sell
12,367
-38,996
-76% -$1.82M 0.05% 229
2024
Q3 		$2.81M Sell
51,363
-7,392
-13% -$390K 0.31% 82
2024
Q2 		$3.12M Buy
58,755
+2,120
+4% +$121K 0.37% 68
2024
Q1 		$3.28M Buy
56,635
+10,243
+22% +$566K 0.42% 60
2023
Q4 		$2.54M Buy
+46,392
New +$2.37M 0.41% 56

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

Waterloo Capital's DOW Position: Q1 2026 in Review

Waterloo Capital increased its Dow Inc (DOW) stake by 64% in Q1 2026, buying an estimated $223K and bringing the position to 18,080 shares worth $753K. The position accounts for 0.05% of the portfolio, ranked #247.

Waterloo Capital first reported a position in DOW in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.28M in Q1 2024. 1,305 funds tracked by Wall St. Rank hold DOW as of Q1 2026.

  • Waterloo Capital held 18,080 shares of Dow Inc worth $753K as of Q1 2026.
  • Waterloo Capital bought 7,027 Dow Inc shares in Q1 2026, an estimated $223K.
  • Dow Inc made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #247 holding.
  • Waterloo Capital first reported a position in Dow Inc in Q4 2023 and has held it in 10 quarters since.
  • Waterloo Capital's Dow Inc position peaked at $3.28M in Q1 2024.
  • 1,305 funds tracked by Wall St. Rank held Dow Inc as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.