DODGX
Dodge & Cox Stock I
1W: -1.9%
1M: -6.1%
3M: -1.4%
YTD: +2.6%
1Y: -1.8%
3Y: +25.0%
5Y: +21.2%
$17.19
+0.06 (+0.35%)
Weekly Expected Move ±1.3%
$17
$17
$17
$17
$18
Institutional Ownership — DODGX
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
2
New Positions
2
Increased
3
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | KELLEHER FINANCIAL ADVISORS | 97,859 | $2M | +49,088 | +100.6% | 4Q | SEC ↗ |
| 2 | Wealthspire Advisors, LLC NEW | 20,742 | $357K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 2,251 | $39K | — | +0.0% | 1Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 1,172 | $20K | — | +0.0% | 1Q | SEC ↗ |
| 5 | OAKWORTH CAPITAL, INC. | 383 | $7K | +1 | +0.3% | 4Q | SEC ↗ |
| 6 | Garton & Associates Financial Advisors | 0 | $0K | -28,488 | -100.0% | 2Q | SEC ↗ |
| 7 | Kohmann Bosshard Financial Services, L | 0 | $0K | -3,826 | -100.0% | 2Q | SEC ↗ |
| 8 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 0 | $0K | -131,168 | -100.0% | 10Q | SEC ↗ |
| 9 | Lester Murray Antman dba SimplyRich | 0 | $0K | -32,704 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 20,742 | $357K |
| Vermillion Wealth Management, Inc. | 2,251 | $39K |
| McIlrath & Eck, LLC | 1,172 | $20K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT | 131,168 | $2M |
| Lester Murray Antman dba SimplyRich | 32,704 | $562K |
| Garton & Associates Financial Advis | 28,488 | $490K |
| Kohmann Bosshard Financial Services | 3,826 | $66K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +49,088 | +100.6% | 97,859 |
| OAKWORTH CAPITAL, INC. | +1 | +0.3% | 383 |
Biggest Decreases (0)
None.