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Dogwood Wealth Management’s Agilent Technologies A Stock Holding History

Dogwood Wealth Management’s Portfolio A Stock Details A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.58K Sell
42
-10
-19% -$1.22K ﹤0.01% 492
2026
Q1 		$5.93K Sell
52
-2
-4% -$254 ﹤0.01% 436
2025
Q4 		$7.35K Buy
54
+28
+108% +$4.02K ﹤0.01% 350
2025
Q3 		$3.34K Buy
26
+8
+44% +$966 ﹤0.01% 459
2025
Q2 		$2.18K Buy
18
+14
+350% +$1.55K ﹤0.01% 554
2025
Q1 		$468 Buy
+4
New +$539 ﹤0.01% 466
2024
Q3 		– Hold
0
– – – 291
2024
Q2 		– Hold
0
– – – 345
2024
Q1 		– Hold
0
– – – 334
2023
Q4 		– Hold
0
– – – 306

Other funds holding A

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dogwood Wealth Management's A Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Agilent Technologies (A) stake by 19% in Q2 2026, selling an estimated $1.22K and leaving 42 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Dogwood Wealth Management first reported a position in A in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.35K in Q4 2025. 1,126 funds tracked by Wall St. Rank hold A as of Q2 2026.

  • Dogwood Wealth Management held 42 shares of Agilent Technologies worth $5.58K as of Q2 2026.
  • Dogwood Wealth Management sold 10 Agilent Technologies shares in Q2 2026, an estimated $1.22K.
  • Agilent Technologies made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Dogwood Wealth Management first reported a position in Agilent Technologies in Q1 2025 and has held it in 6 quarters since.
  • Dogwood Wealth Management's Agilent Technologies position peaked at $7.35K in Q4 2025.
  • 1,126 funds tracked by Wall St. Rank held Agilent Technologies as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.