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Avion Wealth’s Dropbox DBX Stock Holding History

Avion Wealth’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
Q2 		$4K Buy
180
+96
+114% +$2.47K ﹤0.01% 839
2026
Q1 		$1K Buy
84
+27
+47% +$686 ﹤0.01% 1003
2025
Q4 		$1K Sell
57
-2
-3% -$58 ﹤0.01% 1002
2025
Q3 		$1K Buy
59
+37
+168% +$1.06K ﹤0.01% 989
2025
Q2 		$0 Sell
22
-984
-98% -$27.9K ﹤0.01% 1262
2025
Q1 		$30K Hold
1,006
– – 0.01% 245
2024
Q4 		$30K Buy
1,006
+984
+4,473% +$27.2K 0.01% 245
2024
Q3 		$0 Hold
22
– – ﹤0.01% 1072
2024
Q2 		$0 Buy
+22
New +$503 ﹤0.01% 984
2023
Q4 		– Sell
-26
Closed – – 1124
2023
Q3 		$0 Hold
26
– – ﹤0.01% 875
2023
Q2 		$0 Buy
26
+5
+24% +$114 ﹤0.01% 774
2023
Q1 		$0 Buy
+21
New +$461 ﹤0.01% 578

Other funds holding DBX

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avion Wealth's DBX Position: Q2 2026 in Review

Avion Wealth increased its Dropbox (DBX) stake by 114% in Q2 2026, buying an estimated $2.47K and bringing the position to 180 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Avion Wealth first reported a position in DBX in Q1 2023 and has held it in 12 quarters since. The position peaked at $30K in Q1 2025. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Avion Wealth held 180 shares of Dropbox worth $4K as of Q2 2026.
  • Avion Wealth bought 96 Dropbox shares in Q2 2026, an estimated $2.47K.
  • Dropbox made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #839 holding.
  • Avion Wealth first reported a position in Dropbox in Q1 2023 and has held it in 12 quarters since.
  • Avion Wealth's Dropbox position peaked at $30K in Q1 2025.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.