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Dogwood Wealth Management’s Tyler Technologies TYL Stock Holding History

Dogwood Wealth Management’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$1.05K – 821
2025
Q3 		$1.05K Hold
2
– – ﹤0.01% 600
2025
Q2 		$1.17K Buy
+2
New +$1.13K ﹤0.01% 605
2024
Q3 		– Hold
0
– – – 515
2024
Q2 		– Hold
0
– – – 542
2024
Q1 		– Hold
0
– – – 547
2023
Q4 		– Hold
0
– – – 582

Other funds holding TYL

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Dogwood Wealth Management sold out of Tyler Technologies (TYL) in Q4 2025, closing a stake of 2 shares — an estimated $1.05K sold.

Dogwood Wealth Management first reported a position in TYL in Q2 2025 and held it in 2 quarters. The position peaked at $1.17K in Q2 2025. 843 funds tracked by Wall St. Rank hold TYL as of Q4 2025.

  • Dogwood Wealth Management reported no remaining Tyler Technologies position as of Q4 2025 after selling out during the quarter.
  • Dogwood Wealth Management sold 2 Tyler Technologies shares in Q4 2025, an estimated $1.05K.
  • Dogwood Wealth Management first reported a position in Tyler Technologies in Q2 2025 and held it in 2 quarters.
  • Dogwood Wealth Management's Tyler Technologies position peaked at $1.17K in Q2 2025.
  • 843 funds tracked by Wall St. Rank held Tyler Technologies as of Q4 2025.

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