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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return