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Dogwood Wealth Management’s Best Buy BBY Stock Holding History

Dogwood Wealth Management’s Portfolio BBY Stock Details BBY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.52K Sell
20
-6
-23% -$399 ﹤0.01% 707
2026
Q1 		$1.67K Buy
26
+19
+271% +$1.25K ﹤0.01% 670
2025
Q4 		$469 Hold
7
– – ﹤0.01% 664
2025
Q3 		$529 Buy
+7
New +$502 ﹤0.01% 645
2024
Q3 		– Hold
0
– – – 435
2024
Q2 		– Hold
0
– – – 463
2024
Q1 		– Hold
0
– – – 460
2023
Q4 		– Hold
0
– – – 527

Other funds holding BBY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Best Buy (BBY) stake by 23% in Q2 2026, selling an estimated $399 and leaving 20 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Dogwood Wealth Management first reported a position in BBY in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.67K in Q1 2026. 864 funds tracked by Wall St. Rank hold BBY as of Q2 2026.

  • Dogwood Wealth Management held 20 shares of Best Buy worth $1.52K as of Q2 2026.
  • Dogwood Wealth Management sold 6 Best Buy shares in Q2 2026, an estimated $399.
  • Best Buy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #707 holding.
  • Dogwood Wealth Management first reported a position in Best Buy in Q3 2025 and has held it in 4 quarters since.
  • Dogwood Wealth Management's Best Buy position peaked at $1.67K in Q1 2026.
  • 864 funds tracked by Wall St. Rank held Best Buy as of Q2 2026.

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