CWM
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Consultiva Wealth Management’s Dropbox DBX Stock Holding History

Consultiva Wealth Management’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
Q1 		$3.41K Hold
150
– – 0.01% 235
2025
Q4 		$4.17K Hold
150
– – 0.01% 231
2025
Q3 		$4.53K Hold
150
– – 0.01% 233
2025
Q2 		$4.29K Hold
150
– – 0.01% 243
2025
Q1 		$4.01K Hold
150
– – 0.01% 247
2024
Q4 		$4.51K Buy
+150
New +$4.14K 0.02% 142

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Consultiva Wealth Management's DBX Position: Q1 2026 in Review

Consultiva Wealth Management held its Dropbox (DBX) position steady in Q1 2026 at 150 shares worth $3.41K. The position accounts for 0.01% of the portfolio, ranked #235.

Consultiva Wealth Management first reported a position in DBX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.53K in Q3 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Consultiva Wealth Management held 150 shares of Dropbox worth $3.41K as of Q1 2026.
  • Consultiva Wealth Management left its Dropbox share count unchanged in Q1 2026.
  • Dropbox made up 0.01% of Consultiva Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Consultiva Wealth Management first reported a position in Dropbox in Q4 2024 and has held it in 6 quarters since.
  • Consultiva Wealth Management's Dropbox position peaked at $4.53K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Consultiva Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.