CPG
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Cornerstone Planning Group’s Dropbox DBX Stock Holding History

Cornerstone Planning 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
2026
Q2 		$1.44K Hold
50
– – ﹤0.01% 1402
2026
Q1 		$1.27K Buy
+50
New +$1.27K ﹤0.01% 1396
2025
Q4 		– Sell
-30
Closed -$3.29K – 1744
2025
Q3 		$3.29K Buy
+30
New +$858 ﹤0.01% 1051
2025
Q2 		– Sell
-5
Closed -$137 – 1567
2025
Q1 		$137 Buy
+5
New +$145 ﹤0.01% 1486

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

Cornerstone Planning Group's DBX Position: Q2 2026 in Review

Cornerstone Planning Group held its Dropbox (DBX) position steady in Q2 2026 at 50 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Cornerstone Planning Group first reported a position in DBX in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.29K in Q3 2025. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Cornerstone Planning Group held 50 shares of Dropbox worth $1.44K as of Q2 2026.
  • Cornerstone Planning Group left its Dropbox share count unchanged in Q2 2026.
  • Dropbox made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1402 holding.
  • Cornerstone Planning Group first reported a position in Dropbox in Q1 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Dropbox position peaked at $3.29K in Q3 2025.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.