CAZ Investments’s Dropbox DBX Stock Holding History

CAZ Investments’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	$45.4K	Hold	2,000	–	–	0.05%	28
2025 Q4	$55.6K	Sell	2,000 -1,000	-33%	-$29.1K	0.1%	19
2025 Q3	$90.6K	Hold	3,000	–	–	0.17%	14
2025 Q2	$85.8K	Hold	3,000	–	–	0.49%	10
2025 Q1	$80K	Hold	3,000	–	–	0.57%	10
2024 Q4	$90K	Sell	3,000 -6,000	-67%	-$166K	0.13%	15
2024 Q3	$215K	Buy	9,000 +4,500	+100%	+$106K	0.13%	15
2024 Q2	$101K	Hold	4,500	–	–	0.04%	21
2024 Q1	$109K	Hold	4,500	–	–	0.2%	22
2023 Q4	$133K	Hold	4,500	–	–	0.18%	24
2023 Q3	$123K	Hold	4,500	–	–	0.22%	23
2023 Q2	$120K	Hold	4,500	–	–	0.14%	25
2023 Q1	$97K	Hold	4,500	–	–	0.2%	29
2022 Q4	$101K	Hold	4,500	–	–	0.18%	34
2022 Q3	$93K	Hold	4,500	–	–	0.39%	25
2022 Q2	$94K	Buy	4,500 +1,369	+44%	+$29.6K	0.29%	28
2022 Q1	$73K	Hold	3,131	–	–	0.04%	33
2021 Q4	$77K	Hold	3,131	–	–	0.04%	28
2021 Q3	$91K	Hold	3,131	–	–	0.03%	37
2021 Q2	$95K	Hold	3,131	–	–	0.03%	37
2021 Q1	$83K	Sell	3,131 -2,536	-45%	-$61K	0.04%	36
2020 Q4	$126K	Hold	5,667	–	–	0.05%	42
2020 Q3	$109K	Hold	5,667	–	–	0.14%	33
2020 Q2	$123K	Hold	5,667	–	–	0.12%	36
2020 Q1	$103K	Hold	5,667	–	–	0.26%	45
2019 Q4	$101K	Buy	5,667 +2,040	+56%	+$38.4K	0.14%	22
2019 Q3	$73K	Buy	3,627 +1,825	+101%	+$38.9K	0.09%	18
2019 Q2	$45K	Buy	1,802 +602	+50%	+$13.9K	0.14%	20
2019 Q1	$26K	Hold	1,200	–	–	0.1%	15
2018 Q4	$25K	Hold	1,200	–	–	0.07%	45
2018 Q3	$32K	Buy	+1,200	New	+$34.7K	0.09%	36

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

CAZ Investments's DBX Position: Q1 2026 in Review

CAZ Investments held its Dropbox (DBX) position steady in Q1 2026 at 2,000 shares worth $45.4K. The position accounts for 0.05% of the portfolio, ranked #28.

CAZ Investments first reported a position in DBX in Q3 2018 and has held it in 31 quarters since. The position peaked at $215K in Q3 2024. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

CAZ Investments held 2,000 shares of Dropbox worth $45.4K as of Q1 2026.
CAZ Investments left its Dropbox share count unchanged in Q1 2026.
Dropbox made up 0.05% of CAZ Investments's portfolio in Q1 2026, its #28 holding.
CAZ Investments first reported a position in Dropbox in Q3 2018 and has held it in 31 quarters since.
CAZ Investments's Dropbox position peaked at $215K in Q3 2024.
422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on CAZ Investments's 13F filing for Q1 2026, filed 12 May 2026.