Bay Harbor Wealth Management’s Dropbox DBX Stock Holding History

Bay Harbor 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 Q2	$1.18K	Buy	43 +4	+10%	+$103	﹤0.01%	802
2026 Q1	$886	Buy	39 +20	+105%	+$508	﹤0.01%	810
2025 Q4	$528	Buy	19 +3	+19%	+$87	﹤0.01%	838
2025 Q3	$483	Hold	16	–	–	﹤0.01%	742
2025 Q2	$457	Buy	16 +8	+100%	+$226	﹤0.01%	669
2025 Q1	$213	Buy	+8	New	+$233	﹤0.01%	649
2024 Q3	–	Sell	-49	Closed	-$1.1K	–	170
2024 Q2	$1.1K	Hold	49	–	–	﹤0.01%	162
2024 Q1	$1.19K	Hold	49	–	–	﹤0.01%	164
2023 Q4	$1.44K	Hold	49	–	–	﹤0.01%	156
2023 Q3	$1.33K	Hold	49	–	–	﹤0.01%	150
2023 Q2	$1.31K	Hold	49	–	–	﹤0.01%	154
2023 Q1	$1.06K	Hold	49	–	–	﹤0.01%	152
2022 Q4	$1K	Hold	49	–	–	﹤0.01%	179
2022 Q3	$1K	Hold	49	–	–	﹤0.01%	184
2022 Q2	$1K	Hold	49	–	–	﹤0.01%	177
2022 Q1	$1K	Buy	+49	New	+$1.14K	﹤0.01%	183
2021 Q1	–	Sell	-49	Closed	-$1K	–	262
2020 Q4	$1K	Sell	49 -90	-65%	-$1.83K	﹤0.01%	371
2020 Q3	$3K	Buy	139 +90	+184%	+$1.87K	﹤0.01%	283
2020 Q2	$1K	Hold	49	–	–	﹤0.01%	304
2020 Q1	$1K	Hold	49	–	–	﹤0.01%	286
2019 Q4	$1K	Hold	49	–	–	﹤0.01%	308
2019 Q3	$1K	Hold	49	–	–	﹤0.01%	325
2019 Q2	$1K	Hold	49	–	–	﹤0.01%	324
2019 Q1	$1K	Hold	49	–	–	﹤0.01%	358
2018 Q4	$1K	Buy	+49	New	+$1.13K	﹤0.01%	345

Other funds holding DBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Harbor Wealth Management's DBX Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Dropbox (DBX) stake by 10% in Q2 2026, buying an estimated $103 and bringing the position to 43 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Bay Harbor Wealth Management first reported a position in DBX in Q4 2018 and has held it in 25 quarters since. The position peaked at $3K in Q3 2020. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

Bay Harbor Wealth Management held 43 shares of Dropbox worth $1.18K as of Q2 2026.
Bay Harbor Wealth Management bought 4 Dropbox shares in Q2 2026, an estimated $103.
Dropbox made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #802 holding.
Bay Harbor Wealth Management first reported a position in Dropbox in Q4 2018 and has held it in 25 quarters since.
Bay Harbor Wealth Management's Dropbox position peaked at $3K in Q3 2020.
454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.