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Dogwood Wealth Management’s Stem STEM Stock Holding History

Dogwood Wealth Management’s Portfolio STEM Stock Details STEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86 Hold
11
– – ﹤0.01% 839
2026
Q1 		$97 Hold
11
– – ﹤0.01% 841
2025
Q4 		$166 Hold
11
– – ﹤0.01% 701
2025
Q3 		$193 Hold
11
– – ﹤0.01% 695
2025
Q2 		$99 Sell
11
-1
-8% -$9 ﹤0.01% 675
2025
Q1 		$81 Hold
12
– – ﹤0.01% 519
2024
Q4 		$139 Buy
+12
New +$103 ﹤0.01% 264

Other funds holding STEM

Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TI
Trexquant Investment Stamford, Connecticut $17B AUM 39.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Dogwood Wealth Management held its Stem (STEM) position steady in Q2 2026 at 11 shares worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Dogwood Wealth Management first reported a position in STEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $193 in Q3 2025. 73 funds tracked by Wall St. Rank hold STEM as of Q2 2026.

  • Dogwood Wealth Management held 11 shares of Stem worth $86 as of Q2 2026.
  • Dogwood Wealth Management left its Stem share count unchanged in Q2 2026.
  • Stem made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #839 holding.
  • Dogwood Wealth Management first reported a position in Stem in Q4 2024 and has held it in 7 quarters since.
  • Dogwood Wealth Management's Stem position peaked at $193 in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Stem as of Q2 2026.

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