Center for Financial Planning’s Dolby DLB Stock Holding History

Center for Financial Planning’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 Q2	$1.1K	Hold	21	–	–	﹤0.01%	605
2026 Q1	$1.26K	Hold	21	–	–	﹤0.01%	598
2025 Q4	$1.35K	Hold	21	–	–	﹤0.01%	631
2025 Q3	$1.52K	Hold	21	–	–	﹤0.01%	603
2025 Q2	$1.56K	Hold	21	–	–	﹤0.01%	577
2025 Q1	$1.69K	Hold	21	–	–	﹤0.01%	599
2024 Q4	$1.64K	Hold	21	–	–	﹤0.01%	556
2024 Q3	$1.61K	Hold	21	–	–	﹤0.01%	507
2024 Q2	$1.66K	Hold	21	–	–	﹤0.01%	505
2024 Q1	$1.76K	Hold	21	–	–	﹤0.01%	527
2023 Q4	$1.81K	Hold	21	–	–	﹤0.01%	465
2023 Q3	$1.67K	Hold	21	–	–	﹤0.01%	459
2023 Q2	$1.76K	Hold	21	–	–	﹤0.01%	499
2023 Q1	$1.79K	Sell	21 -38	-64%	-$3.07K	﹤0.01%	456
2022 Q4	$4.16K	Buy	59 +16	+37%	+$1.1K	﹤0.01%	423
2022 Q3	$3K	Buy	43 +22	+105%	+$1.64K	﹤0.01%	467
2022 Q2	$2K	Hold	21	–	–	﹤0.01%	467
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	473
2021 Q4	$2K	Buy	+21	New	+$1.88K	﹤0.01%	479
2021 Q2	–	Sell	-45	Closed	-$4K	–	508
2021 Q1	$4K	Hold	45	–	–	﹤0.01%	457
2020 Q4	$4K	Hold	45	–	–	﹤0.01%	404
2020 Q3	$3K	Hold	45	–	–	﹤0.01%	385
2020 Q2	$3K	Hold	45	–	–	﹤0.01%	391
2020 Q1	$2K	Hold	45	–	–	﹤0.01%	489
2019 Q4	$3K	Buy	+45	New	+$2.98K	﹤0.01%	400

Other funds holding DLB

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CCMINC

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Center for Financial Planning's DLB Position: Q2 2026 in Review

Center for Financial Planning held its Dolby (DLB) position steady in Q2 2026 at 21 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Center for Financial Planning first reported a position in DLB in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.16K in Q4 2022. 75 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

Center for Financial Planning held 21 shares of Dolby worth $1.1K as of Q2 2026.
Center for Financial Planning left its Dolby share count unchanged in Q2 2026.
Dolby made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #605 holding.
Center for Financial Planning first reported a position in Dolby in Q4 2019 and has held it in 25 quarters since.
Center for Financial Planning's Dolby position peaked at $4.16K in Q4 2022.
75 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.