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Cornerstone Planning Group’s Dolby DLB Stock Holding History

Cornerstone Planning Group’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 		– Sell
-48
Closed -$2.83K – 1893
2026
Q1 		$2.83K Buy
+48
New +$3.04K ﹤0.01% 1223
2025
Q2 		– Sell
-13
Closed -$939 – 1572
2025
Q1 		$939 Hold
13
– – ﹤0.01% 1145
2024
Q4 		$1.03K Hold
13
– – ﹤0.01% 945
2024
Q3 		$930 Hold
13
– – ﹤0.01% 951
2024
Q2 		$925 Hold
13
– – ﹤0.01% 961
2024
Q1 		$1.03K Sell
13
-38
-75% -$3.14K ﹤0.01% 781
2023
Q4 		$4.44K Buy
51
+23
+82% +$1.94K ﹤0.01% 544
2023
Q3 		$2.25K Hold
28
– – ﹤0.01% 632
2023
Q2 		$2.38K Buy
+28
New +$2.34K ﹤0.01% 1112
2022
Q4 		$3.88K Buy
+50
New +$3.45K ﹤0.01% 1006

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

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

Cornerstone Planning Group sold out of Dolby (DLB) in Q2 2026, closing a stake of 48 shares — an estimated $2.83K sold.

Cornerstone Planning Group first reported a position in DLB in Q4 2022 and held it in 10 quarters. The position peaked at $4.44K in Q4 2023. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Dolby position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 48 Dolby shares in Q2 2026, an estimated $2.83K.
  • Cornerstone Planning Group first reported a position in Dolby in Q4 2022 and held it in 10 quarters.
  • Cornerstone Planning Group's Dolby position peaked at $4.44K in Q4 2023.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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