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Dogwood Wealth Management’s Emergent Biosolutions EBS Stock Holding History

Dogwood Wealth Management’s Portfolio EBS Stock Details EBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-196
Closed -$1.63K – 868
2026
Q1 		$1.63K Buy
196
+8
+4% +$83 ﹤0.01% 679
2025
Q4 		$2.32K Buy
+188
New +$2.01K ﹤0.01% 539

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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
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
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return

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

Dogwood Wealth Management sold out of Emergent Biosolutions (EBS) in Q2 2026, closing a stake of 196 shares — an estimated $1.63K sold.

Dogwood Wealth Management first reported a position in EBS in Q4 2025 and held it in 2 quarters. The position peaked at $2.32K in Q4 2025. 195 funds tracked by Wall St. Rank hold EBS as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Emergent Biosolutions position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 196 Emergent Biosolutions shares in Q2 2026, an estimated $1.63K.
  • Dogwood Wealth Management first reported a position in Emergent Biosolutions in Q4 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Emergent Biosolutions position peaked at $2.32K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q2 2026.

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