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Dogwood Wealth Management’s MGP Ingredients MGPI Stock Holding History

Dogwood Wealth Management’s Portfolio MGPI Stock Details MGPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-305
Closed -$7.41K – 895
2025
Q4 		$7.41K Hold
305
– – ﹤0.01% 348
2025
Q3 		$7.38K Hold
305
– – ﹤0.01% 324
2025
Q2 		$9.78K Sell
305
-47
-13% -$1.4K ﹤0.01% 284
2025
Q1 		$10.3K Hold
352
– – 0.01% 190
2024
Q4 		$13.9K Buy
+352
New +$19.2K 0.01% 176

Other funds holding MGPI

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dogwood Wealth Management's MGPI Position: Q1 2026 in Review

Dogwood Wealth Management sold out of MGP Ingredients (MGPI) in Q1 2026, closing a stake of 305 shares — an estimated $7.41K sold.

Dogwood Wealth Management first reported a position in MGPI in Q4 2024 and held it in 5 quarters. The position peaked at $13.9K in Q4 2024. 146 funds tracked by Wall St. Rank hold MGPI as of Q1 2026.

  • Dogwood Wealth Management reported no remaining MGP Ingredients position as of Q1 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 305 MGP Ingredients shares in Q1 2026, an estimated $7.41K.
  • Dogwood Wealth Management first reported a position in MGP Ingredients in Q4 2024 and held it in 5 quarters.
  • Dogwood Wealth Management's MGP Ingredients position peaked at $13.9K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held MGP Ingredients as of Q1 2026.

Based on Dogwood Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.