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Clearstead Trust’s Dropbox DBX Stock Holding History

Clearstead Trust’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 		$1.43K Sell
52
-336
-87% -$8.63K ﹤0.01% 912
2026
Q1 		$8.82K Buy
388
+266
+218% +$6.76K ﹤0.01% 618
2025
Q4 		$3.39K Buy
122
+10
+9% +$291 ﹤0.01% 836
2025
Q3 		$3.38K Buy
112
+47
+72% +$1.34K ﹤0.01% 849
2025
Q2 		$1.86K Sell
65
-21
-24% -$595 ﹤0.01% 980
2025
Q1 		$2.3K Buy
+86
New +$2.5K ﹤0.01% 746

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's DBX Position: Q2 2026 in Review

Clearstead Trust reduced its Dropbox (DBX) stake by 87% in Q2 2026, selling an estimated $8.63K and leaving 52 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

Clearstead Trust first reported a position in DBX in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.82K in Q1 2026. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Clearstead Trust held 52 shares of Dropbox worth $1.43K as of Q2 2026.
  • Clearstead Trust sold 336 Dropbox shares in Q2 2026, an estimated $8.63K.
  • Dropbox made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #912 holding.
  • Clearstead Trust first reported a position in Dropbox in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Trust's Dropbox position peaked at $8.82K in Q1 2026.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

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