DWM
RAL

Dogwood Wealth Management’s Ralliant Corp RAL Stock Holding History

Dogwood Wealth Management’s Portfolio RAL Stock Details RAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-146
Closed -$6.38K – 833
2025
Q3 		$6.38K Sell
146
-1,665
-92% -$74K ﹤0.01% 351
2025
Q2 		$86.9K Buy
+1,811
New +$89.2K 0.04% 102

Other funds holding RAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dogwood Wealth Management's RAL Position: Q4 2025 in Review

Dogwood Wealth Management sold out of Ralliant Corp (RAL) in Q4 2025, closing a stake of 146 shares — an estimated $6.38K sold.

Dogwood Wealth Management first reported a position in RAL in Q2 2025 and held it in 2 quarters. The position peaked at $86.9K in Q2 2025. 503 funds tracked by Wall St. Rank hold RAL as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Ralliant Corp position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 146 Ralliant Corp shares in Q4 2025, an estimated $6.38K.
  • Dogwood Wealth Management first reported a position in Ralliant Corp in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Ralliant Corp position peaked at $86.9K in Q2 2025.
  • 503 funds tracked by Wall St. Rank held Ralliant Corp as of Q4 2025.

Based on Dogwood Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.