Baron Wealth Management
DBX icon

Baron Wealth Management’s Dropbox DBX Stock Holding History

Baron 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 		$394K Buy
11,646
+2,054
+21% +$68K 0.1% 151
2026
Q2 		$263K Buy
+9,592
New +$246K 0.07% 225

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Geode Capital Management
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Mackenzie Financial
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Barclays
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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

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

Baron Wealth Management increased its Dropbox (DBX) stake by 21% in Q3 2026, buying an estimated $68K and bringing the position to 11,646 shares worth $394K. The position accounts for 0.1% of the portfolio, ranked #151.

Baron Wealth Management first reported a position in DBX in Q2 2026 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Baron Wealth Management held 11,646 shares of Dropbox worth $394K as of Q3 2026.
  • Baron Wealth Management bought 2,054 Dropbox shares in Q3 2026, an estimated $68K.
  • Dropbox made up 0.1% of Baron Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Baron Wealth Management first reported a position in Dropbox in Q2 2026 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.