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Clearstead Advisors’s Dropbox DBX Stock Holding History

Clearstead Advisors’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 		$218K Sell
7,923
-7,874
-50% -$202K ﹤0.01% 1039
2026
Q1 		$359K Buy
15,797
+15,201
+2,551% +$386K ﹤0.01% 806
2025
Q4 		$16.6K Buy
596
+404
+210% +$11.8K ﹤0.01% 1766
2025
Q3 		$5.8K Hold
192
– – ﹤0.01% 2102
2025
Q2 		$5.49K Buy
192
+132
+220% +$3.74K ﹤0.01% 2081
2025
Q1 		$1.6K Hold
60
– – ﹤0.01% 1933
2024
Q4 		$1.8K Hold
60
– – ﹤0.01% 1863
2024
Q3 		$1.53K Sell
60
-285,815
-100% -$6.72M ﹤0.01% 1865
2024
Q2 		$6.42M Buy
285,875
+285,815
+476,358% +$6.53M 0.11% 150
2024
Q1 		$1.43K Buy
60
+10
+20% +$280 ﹤0.01% 1361
2023
Q4 		$1.47K Sell
50
-50
-50% -$1.39K ﹤0.01% 1339
2023
Q3 		$2.72K Buy
100
+50
+100% +$1.36K ﹤0.01% 1354
2023
Q2 		$1.33K Hold
50
– – ﹤0.01% 1215
2023
Q1 		$1.08K Hold
50
– – ﹤0.01% 1228
2022
Q4 		$1.12K Hold
50
– – ﹤0.01% 1158
2022
Q3 		$1K Hold
50
– – ﹤0.01% 1137
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1166
2022
Q1 		$1K Hold
50
– – ﹤0.01% 1275
2021
Q4 		$1K Hold
50
– – ﹤0.01% 1167
2021
Q3 		$1K Hold
50
– – ﹤0.01% 1194
2021
Q2 		$2K Buy
+50
New +$1.37K ﹤0.01% 1033

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Clearstead Advisors's DBX Position: Q2 2026 in Review

Clearstead Advisors reduced its Dropbox (DBX) stake by 50% in Q2 2026, selling an estimated $202K and leaving 7,923 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Clearstead Advisors first reported a position in DBX in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.42M in Q2 2024. 216 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Clearstead Advisors held 7,923 shares of Dropbox worth $218K as of Q2 2026.
  • Clearstead Advisors sold 7,874 Dropbox shares in Q2 2026, an estimated $202K.
  • Dropbox made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1039 holding.
  • Clearstead Advisors first reported a position in Dropbox in Q2 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's Dropbox position peaked at $6.42M in Q2 2024.
  • 216 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.