Cerity Partners
DBX icon

Cerity Partners’s Dropbox DBX Stock Holding History

Cerity Partners’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 		$2.75M Buy
100,035
+11,830
+13% +$304K ﹤0.01% 1403
2026
Q1 		$2M Sell
88,205
-1,613
-2% -$41K ﹤0.01% 1492
2025
Q4 		$2.5M Sell
89,818
-103
-0.1% -$3K ﹤0.01% 1276
2025
Q3 		$2.72M Sell
89,921
-14,761
-14% -$422K ﹤0.01% 1144
2025
Q2 		$2.99M Buy
104,682
+38,179
+57% +$1.08M 0.01% 1039
2025
Q1 		$1.78M Sell
66,503
-37,792
-36% -$1.1M ﹤0.01% 1178
2024
Q4 		$3.12M Buy
104,295
+7,758
+8% +$214K 0.01% 914
2024
Q3 		$2.45M Buy
96,537
+16,917
+21% +$398K 0.01% 998
2024
Q2 		$1.79M Buy
79,620
+26
+0% +$594 ﹤0.01% 955
2024
Q1 		$1.93M Buy
79,594
+542
+0.7% +$15.2K 0.01% 986
2023
Q4 		$2.33M Buy
79,052
+565
+0.7% +$15.7K 0.01% 728
2023
Q3 		$2.14M Buy
+78,487
New +$2.14M 0.01% 575

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

Cerity Partners's DBX Position: Q2 2026 in Review

Cerity Partners increased its Dropbox (DBX) stake by 13% in Q2 2026, buying an estimated $304K and bringing the position to 100,035 shares worth $2.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Cerity Partners first reported a position in DBX in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.12M in Q4 2024. 453 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Cerity Partners held 100,035 shares of Dropbox worth $2.75M as of Q2 2026.
  • Cerity Partners bought 11,830 Dropbox shares in Q2 2026, an estimated $304K.
  • Dropbox made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1403 holding.
  • Cerity Partners first reported a position in Dropbox in Q3 2023 and has held it in 12 quarters since.
  • Cerity Partners's Dropbox position peaked at $3.12M in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.