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Cooper Financial Group’s Dropbox DBX Stock Holding History

Cooper Financial Group’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
2025
Q3 		– Sell
-16,663
Closed -$477K – 392
2025
Q2 		$477K Sell
16,663
-6,443
-28% -$182K 0.06% 244
2025
Q1 		$617K Buy
23,106
+640
+3% +$18.6K 0.08% 210
2024
Q4 		$675K Buy
22,466
+6,395
+40% +$177K 0.08% 193
2024
Q3 		$409K Buy
16,071
+686
+4% +$16.1K 0.05% 272
2024
Q2 		$346K Sell
15,385
-196
-1% -$4.48K 0.05% 272
2024
Q1 		$379K Buy
15,581
+462
+3% +$12.9K 0.06% 255
2023
Q4 		$446K Sell
15,119
-7
-0% -$194 0.08% 219
2023
Q3 		$412K Sell
15,126
-4,659
-24% -$127K 0.1% 220
2023
Q2 		$528K Buy
19,785
+5,459
+38% +$124K 0.13% 178
2023
Q1 		$310K Buy
14,326
+1,574
+12% +$34.5K 0.08% 241
2022
Q4 		$285K Buy
12,752
+726
+6% +$16K 0.09% 231
2022
Q3 		$249K Buy
+12,026
New +$269K 0.09% 210
2021
Q4 		– Sell
-12,001
Closed -$351K – 242
2021
Q3 		$351K Buy
12,001
+895
+8% +$27.8K 0.07% 171
2021
Q2 		$337K Buy
+11,106
New +$303K 0.07% 168

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cooper Financial Group's DBX Position: Q3 2025 in Review

Cooper Financial Group sold out of Dropbox (DBX) in Q3 2025, closing a stake of 16,663 shares — an estimated $477K sold.

Cooper Financial Group first reported a position in DBX in Q2 2021 and held it in 14 quarters. The position peaked at $675K in Q4 2024. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • Cooper Financial Group reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • Cooper Financial Group sold 16,663 Dropbox shares in Q3 2025, an estimated $477K.
  • Cooper Financial Group first reported a position in Dropbox in Q2 2021 and held it in 14 quarters.
  • Cooper Financial Group's Dropbox position peaked at $675K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on Cooper Financial Group's 13F filing for Q3 2025, filed 7 Oct 2025.