Dogwood Wealth Management’s LG Display LPL Stock Holding History

Dogwood Wealth Management’s Portfolio LPL Stock Details LPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$813	Hold	209	–	–	﹤0.01%	788
2026 Q1	$811	Buy	+209	New	+$883	﹤0.01%	777

Other funds holding LPL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Dogwood Wealth Management held its LG Display (LPL) position steady in Q2 2026 at 209 shares worth $813. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Dogwood Wealth Management first reported a position in LPL in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold LPL as of Q2 2026.

Dogwood Wealth Management held 209 shares of LG Display worth $813 as of Q2 2026.
Dogwood Wealth Management left its LG Display share count unchanged in Q2 2026.
LG Display made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #788 holding.
Dogwood Wealth Management first reported a position in LG Display in Q1 2026 and has held it in 2 quarters since.
190 funds tracked by Wall St. Rank held LG Display as of Q2 2026.

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