BWL
DBX icon

Bogart Wealth LLC’s Dropbox DBX Stock Holding History

Bogart Wealth LLC’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 		$22.2K Buy
809
+755
+1,398% +$19.4K ﹤0.01% 774
2026
Q1 		$1.23K Buy
54
+34
+170% +$864 ﹤0.01% 1397
2025
Q4 		$556 Hold
20
– – ﹤0.01% 1435
2025
Q3 		$604 Buy
+20
New +$572 ﹤0.01% 1363

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's DBX Position: Q2 2026 in Review

Bogart Wealth LLC increased its Dropbox (DBX) stake by 1,398% in Q2 2026, buying an estimated $19.4K and bringing the position to 809 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Bogart Wealth LLC first reported a position in DBX in Q3 2025 and has held it in 4 quarters since. 453 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Bogart Wealth LLC held 809 shares of Dropbox worth $22.2K as of Q2 2026.
  • Bogart Wealth LLC bought 755 Dropbox shares in Q2 2026, an estimated $19.4K.
  • Dropbox made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #774 holding.
  • Bogart Wealth LLC first reported a position in Dropbox in Q3 2025 and has held it in 4 quarters since.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.