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Clearstead Advisors’s Dolby DLB Stock Holding History

Clearstead Advisors’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 		$3K Buy
57
+42
+280% +$2.41K ﹤0.01% 2341
2026
Q1 		$901 Sell
15
-172
-92% -$10.9K ﹤0.01% 2063
2025
Q4 		$12K Buy
187
+126
+207% +$8.46K ﹤0.01% 1848
2025
Q3 		$4.42K Sell
61
-101
-62% -$7.43K ﹤0.01% 2202
2025
Q2 		$12K Sell
162
-367
-69% -$27.5K ﹤0.01% 1828
2025
Q1 		$42.5K Buy
529
+302
+133% +$24.6K ﹤0.01% 1213
2024
Q4 		$17.7K Sell
227
-37
-14% -$2.82K ﹤0.01% 1424
2024
Q3 		$20.2K Sell
264
-2,622
-91% -$195K ﹤0.01% 1413
2024
Q2 		$229K Buy
2,886
+2,693
+1,395% +$217K ﹤0.01% 780
2024
Q1 		$15.9K Sell
193
-20
-9% -$1.65K ﹤0.01% 978
2023
Q4 		$18.4K Buy
213
+163
+326% +$13.7K ﹤0.01% 963
2023
Q3 		$3.96K Buy
50
+30
+150% +$2.52K ﹤0.01% 1113
2023
Q2 		$1.67K Sell
20
-20
-50% -$1.67K ﹤0.01% 1189
2023
Q1 		$3.42K Buy
+40
New +$3.23K ﹤0.01% 1067
2021
Q3 		– Sell
-26
Closed -$3K – 1311
2021
Q2 		$3K Buy
+26
New +$2.57K ﹤0.01% 958

Other funds holding DLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearstead Advisors's DLB Position: Q2 2026 in Review

Clearstead Advisors increased its Dolby (DLB) stake by 280% in Q2 2026, buying an estimated $2.41K and bringing the position to 57 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Clearstead Advisors first reported a position in DLB in Q2 2021 and has held it in 15 quarters since. The position peaked at $229K in Q2 2024. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Clearstead Advisors held 57 shares of Dolby worth $3K as of Q2 2026.
  • Clearstead Advisors bought 42 Dolby shares in Q2 2026, an estimated $2.41K.
  • Dolby made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2341 holding.
  • Clearstead Advisors first reported a position in Dolby in Q2 2021 and has held it in 15 quarters since.
  • Clearstead Advisors's Dolby position peaked at $229K in Q2 2024.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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