AAM
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Advisors Asset Management’s Dropbox DBX Stock Holding History

Advisors Asset 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
Q1 		$14.6K Sell
642
-22,316
-97% -$567K ﹤0.01% 1371
2025
Q4 		$638K Sell
22,958
-2,745
-11% -$80K 0.01% 896
2025
Q3 		$762K Sell
25,703
-1,951
-7% -$55.8K 0.01% 871
2025
Q2 		$791K Buy
27,654
+8
+0% +$226 0.01% 843
2025
Q1 		$738K Sell
27,646
-43
-0.2% -$1.25K 0.01% 838
2024
Q4 		$832K Buy
27,689
+96
+0.3% +$2.65K 0.02% 793
2024
Q3 		$702K Buy
27,593
+2,960
+12% +$69.6K 0.01% 827
2024
Q2 		$554K Buy
24,633
+12,653
+106% +$289K 0.01% 863
2024
Q1 		$291K Buy
+11,980
New +$336K 0.01% 1057
2021
Q2 		– Sell
-1,469
Closed -$39K – 1428
2021
Q1 		$39K Sell
1,469
-2,086
-59% -$50.2K ﹤0.01% 1425
2020
Q4 		$79K Sell
3,555
-2,109
-37% -$42.9K ﹤0.01% 1389
2020
Q3 		$109K Sell
5,664
-4,142
-42% -$86.3K ﹤0.01% 1297
2020
Q2 		$213K Sell
9,806
-1,177
-11% -$24.9K ﹤0.01% 1152
2020
Q1 		$199K Sell
10,983
-6,870
-38% -$125K ﹤0.01% 1096
2019
Q4 		$320K Buy
17,853
+1,293
+8% +$24.4K 0.01% 1091
2019
Q3 		$334K Buy
16,560
+778
+5% +$16.6K 0.01% 1071
2019
Q2 		$395K Buy
15,782
+1,166
+8% +$26.9K 0.01% 1048
2019
Q1 		$319K Buy
14,616
+689
+5% +$16K 0.01% 1217
2018
Q4 		$285K Buy
13,927
+4,711
+51% +$109K 0.01% 1136
2018
Q3 		$247K Buy
9,216
+2,404
+35% +$69.4K ﹤0.01% 1207
2018
Q2 		$221K Buy
+6,812
New +$213K ﹤0.01% 1229

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Advisors Asset Management's DBX Position: Q1 2026 in Review

Advisors Asset Management reduced its Dropbox (DBX) stake by 97% in Q1 2026, selling an estimated $567K and leaving 642 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1371.

Advisors Asset Management first reported a position in DBX in Q2 2018 and has held it in 21 quarters since. The position peaked at $832K in Q4 2024. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Advisors Asset Management held 642 shares of Dropbox worth $14.6K as of Q1 2026.
  • Advisors Asset Management sold 22,316 Dropbox shares in Q1 2026, an estimated $567K.
  • Dropbox made up ﹤0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1371 holding.
  • Advisors Asset Management first reported a position in Dropbox in Q2 2018 and has held it in 21 quarters since.
  • Advisors Asset Management's Dropbox position peaked at $832K in Q4 2024.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.