Capital Advisors Ltd’s Dolby DLB Stock Holding History

Capital Advisors Ltd’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3K	Hold	51	–	–	﹤0.01%	1029
2025 Q4	$3K	Hold	51	–	–	﹤0.01%	1007
2025 Q3	$4K	Hold	51	–	–	﹤0.01%	953
2025 Q2	$4K	Hold	51	–	–	﹤0.01%	955
2025 Q1	$4K	Hold	51	–	–	﹤0.01%	945
2024 Q4	$4K	Hold	51	–	–	﹤0.01%	959
2024 Q3	$4K	Sell	51 -3	-6%	-$223	﹤0.01%	951
2024 Q2	$4K	Sell	54 -2	-4%	-$161	﹤0.01%	939
2024 Q1	$5K	Buy	56 +5	+10%	+$413	﹤0.01%	870
2023 Q4	$4K	Hold	51	–	–	﹤0.01%	881
2023 Q3	$4K	Hold	51	–	–	﹤0.01%	869
2023 Q2	$4K	Hold	51	–	–	﹤0.01%	874
2023 Q1	$4K	Hold	51	–	–	﹤0.01%	730
2022 Q4	$4K	Hold	51	–	–	﹤0.01%	704
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	733
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	589
2022 Q1	$4K	Hold	51	–	–	﹤0.01%	594
2021 Q4	$5K	Buy	+51	New	+$4.57K	﹤0.01%	568

Other funds holding DLB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return