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Arkadios Wealth Advisors’s Dropbox DBX Stock Holding History

Arkadios Wealth Advisors’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
2025
Q3 		– Sell
-10,559
Closed -$302K – 1485
2025
Q2 		$302K Buy
+10,559
New +$299K 0.01% 1053
2024
Q2 		– Sell
-15,596
Closed -$379K – 872
2024
Q1 		$379K Buy
+15,596
New +$437K 0.03% 462
2021
Q4 		– Sell
-38
Closed -$1K – 840
2021
Q3 		$1K Hold
38
– – ﹤0.01% 1793
2021
Q2 		$1K Hold
38
– – ﹤0.01% 1890
2021
Q1 		$1K Hold
38
– – ﹤0.01% 1569
2020
Q4 		$0 Buy
+38
New +$774 ﹤0.01% 1376

Other funds holding DBX

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arkadios Wealth Advisors's DBX Position: Q3 2025 in Review

Arkadios Wealth Advisors sold out of Dropbox (DBX) in Q3 2025, closing a stake of 10,559 shares — an estimated $302K sold.

Arkadios Wealth Advisors first reported a position in DBX in Q4 2020 and held it in 6 quarters. The position peaked at $379K in Q1 2024. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • Arkadios Wealth Advisors reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 10,559 Dropbox shares in Q3 2025, an estimated $302K.
  • Arkadios Wealth Advisors first reported a position in Dropbox in Q4 2020 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Dropbox position peaked at $379K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.