Activest Wealth Management
DBX icon

Activest Wealth Management’s Dropbox DBX Stock Holding History

Activest Wealth Management’s Portfolio DBX Stock Details DBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$440 Hold
13
– – ﹤0.01% 913
2026
Q2 		$357 Buy
+13
New +$334 ﹤0.01% 1102
2025
Q4 		– Sell
-25
Closed -$755 – 1178
2025
Q3 		$755 Sell
25
-900
-97% -$25.7K ﹤0.01% 911
2025
Q2 		$26.5K Sell
925
-900
-49% -$25.5K 0.01% 279
2025
Q1 		$48.7K Sell
1,825
-1,775
-49% -$51.6K 0.01% 196
2024
Q4 		$108K Hold
3,600
– – 0.03% 118
2024
Q3 		$91.5K Hold
3,600
– – 0.03% 130
2024
Q2 		$80.9K Hold
3,600
– – 0.03% 136
2024
Q1 		$87.5K Hold
3,600
– – 0.04% 85
2023
Q4 		$106K Hold
3,600
– – 0.06% 60
2023
Q3 		$98K Buy
+3,600
New +$98.1K 0.06% 58
2023
Q2 		– Sell
-3,600
Closed -$77.8K – 315
2023
Q1 		$77.8K Hold
3,600
– – 0.05% 65
2022
Q4 		$80.6K Hold
3,600
– – 0.02% 150
2022
Q3 		$75K Hold
3,600
– – 0.02% 155
2022
Q2 		$76K Hold
3,600
– – 0.05% 78
2022
Q1 		$84K Hold
3,600
– – 0.05% 75
2021
Q4 		$88K Buy
+3,600
New +$96.9K 0.05% 82

Other funds holding DBX

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Activest Wealth Management's DBX Position: Q3 2026 in Review

Activest Wealth Management held its Dropbox (DBX) position steady in Q3 2026 at 13 shares worth $440. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Activest Wealth Management first reported a position in DBX in Q4 2021 and has held it in 17 quarters since. The position peaked at $108K in Q4 2024. 215 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Activest Wealth Management held 13 shares of Dropbox worth $440 as of Q3 2026.
  • Activest Wealth Management left its Dropbox share count unchanged in Q3 2026.
  • Dropbox made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #913 holding.
  • Activest Wealth Management first reported a position in Dropbox in Q4 2021 and has held it in 17 quarters since.
  • Activest Wealth Management's Dropbox position peaked at $108K in Q4 2024.
  • 215 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.