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Dogwood Wealth Management’s Mine Safety MSA Stock Holding History

Dogwood Wealth Management’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4K Sell
8
-2
-20% -$335 ﹤0.01% 724
2026
Q1 		$1.64K Hold
10
– – ﹤0.01% 674
2025
Q4 		$1.6K Sell
10
-8
-44% -$1.3K ﹤0.01% 594
2025
Q3 		$3.1K Sell
18
-39
-68% -$6.74K ﹤0.01% 471
2025
Q2 		$9.94K Buy
+57
New +$8.92K ﹤0.01% 278

Other funds holding MSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return

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

Dogwood Wealth Management reduced its Mine Safety (MSA) stake by 20% in Q2 2026, selling an estimated $335 and leaving 8 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Dogwood Wealth Management first reported a position in MSA in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.94K in Q2 2025. 458 funds tracked by Wall St. Rank hold MSA as of Q2 2026.

  • Dogwood Wealth Management held 8 shares of Mine Safety worth $1.4K as of Q2 2026.
  • Dogwood Wealth Management sold 2 Mine Safety shares in Q2 2026, an estimated $335.
  • Mine Safety made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #724 holding.
  • Dogwood Wealth Management first reported a position in Mine Safety in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Mine Safety position peaked at $9.94K in Q2 2025.
  • 458 funds tracked by Wall St. Rank held Mine Safety as of Q2 2026.

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