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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
Q2 		– Sell
-18,080
Closed -$753K – 570
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Waterloo Capital's DOW Position: Q2 2026 in Review

Waterloo Capital sold out of Dow Inc (DOW) in Q2 2026, closing a stake of 18,080 shares — an estimated $753K sold.

Waterloo Capital first reported a position in DOW in Q4 2023 and held it in 10 quarters. The position peaked at $3.28M in Q1 2024. 1,203 funds tracked by Wall St. Rank hold DOW as of Q2 2026.

  • Waterloo Capital reported no remaining Dow Inc position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 18,080 Dow Inc shares in Q2 2026, an estimated $753K.
  • Waterloo Capital first reported a position in Dow Inc in Q4 2023 and held it in 10 quarters.
  • Waterloo Capital's Dow Inc position peaked at $3.28M in Q1 2024.
  • 1,203 funds tracked by Wall St. Rank held Dow Inc as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.