Carson Wealth (CWM LLC)
DBX icon

Carson Wealth (CWM LLC)’s Dropbox DBX Stock Holding History

Carson Wealth (CWM 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
Q1 		$1.9M Sell
83,811
-143,709
-63% -$3.65M 0.01% 1223
2025
Q4 		$6.33M Buy
227,520
+10,129
+5% +$295K 0.02% 689
2025
Q3 		$6.57M Buy
217,391
+31,477
+17% +$900K 0.02% 614
2025
Q2 		$5.32M Buy
185,914
+105,511
+131% +$2.99M 0.02% 568
2025
Q1 		$2.15M Sell
80,403
-5,163
-6% -$150K 0.01% 806
2024
Q4 		$2.57M Buy
85,566
+16,990
+25% +$469K 0.01% 686
2024
Q3 		$1.74M Buy
68,576
+19,353
+39% +$455K 0.01% 763
2024
Q2 		$1.11M Buy
49,223
+28,505
+138% +$652K 0.01% 841
2024
Q1 		$503K Buy
20,718
+18,629
+892% +$522K ﹤0.01% 1140
2023
Q4 		$62K Buy
2,089
+17
+0.8% +$472 ﹤0.01% 2039
2023
Q3 		$56K Buy
2,072
+27
+1% +$736 ﹤0.01% 1991
2023
Q2 		$55K Buy
2,045
+539
+36% +$12.3K ﹤0.01% 1904
2023
Q1 		$33K Sell
1,506
-676
-31% -$14.8K ﹤0.01% 2146
2022
Q4 		$49K Sell
2,182
-354
-14% -$7.79K ﹤0.01% 1745
2022
Q3 		$53K Sell
2,536
-700
-22% -$15.7K ﹤0.01% 1631
2022
Q2 		$68K Buy
3,236
+1,628
+101% +$35.2K ﹤0.01% 1479
2022
Q1 		$37K Buy
1,608
+111
+7% +$2.59K ﹤0.01% 1747
2021
Q4 		$37K Buy
+1,497
New +$40.3K ﹤0.01% 1695
2021
Q2 		$38K Hold
1,243
– – ﹤0.01% 1514
2021
Q1 		$38K Hold
1,243
– – ﹤0.01% 1514
2020
Q4 		$38K Hold
1,243
– – ﹤0.01% 1514
2020
Q3 		$38K Hold
1,243
– – ﹤0.01% 1514
2020
Q2 		$38K Hold
1,243
– – ﹤0.01% 1512
2020
Q1 		$38K Hold
1,243
– – ﹤0.01% 1512
2019
Q4 		$38K Hold
1,243
– – ﹤0.01% 1512
2019
Q3 		$38K Hold
1,243
– – ﹤0.01% 1512
2019
Q2 		$38K Hold
1,243
– – ﹤0.01% 1512
2019
Q1 		$38K Sell
1,243
-152,100
-99% -$3.54M ﹤0.01% 1512
2018
Q4 		$3.13M Buy
153,343
+8,262
+6% +$190K 0.08% 218
2018
Q3 		$3.89M Buy
+145,081
New +$4.19M 0.1% 185

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DBX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Dropbox (DBX) stake by 63% in Q1 2026, selling an estimated $3.65M and leaving 83,811 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1223.

Carson Wealth (CWM LLC) first reported a position in DBX in Q3 2018 and has held it in 30 quarters since. The position peaked at $6.57M in Q3 2025. 427 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,811 shares of Dropbox worth $1.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 143,709 Dropbox shares in Q1 2026, an estimated $3.65M.
  • Dropbox made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1223 holding.
  • Carson Wealth (CWM LLC) first reported a position in Dropbox in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Dropbox position peaked at $6.57M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.