Creative Planning’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
75,135
+8,548
| +13% | +$217K | ﹤0.01% | 2027 |
|
|
2025
Q4 | $1.85M | Buy |
66,587
+6,383
| +11% | +$186K | ﹤0.01% | 1781 |
|
|
2025
Q3 | $1.82M | Buy |
60,204
+4,646
| +8% | +$133K | ﹤0.01% | 1622 |
|
|
2025
Q2 | $1.59M | Buy |
55,558
+4,070
| +8% | +$115K | ﹤0.01% | 1493 |
|
|
2025
Q1 | $1.38M | Sell |
51,488
-1,532
| -3% | -$44.5K | ﹤0.01% | 1463 |
|
|
2024
Q4 | $1.59M | Sell |
53,020
-13,103
| -20% | -$362K | ﹤0.01% | 1291 |
|
|
2024
Q3 | $1.24M | Buy |
66,123
+13,622
| +26% | +$320K | ﹤0.01% | 1352 |
|
|
2024
Q2 | $1.18M | Sell |
52,501
-10,257
| -16% | -$234K | ﹤0.01% | 1289 |
|
|
2024
Q1 | $1.53M | Buy |
62,758
+16,712
| +36% | +$468K | ﹤0.01% | 1093 |
|
|
2023
Q4 | $1.36M | Buy |
46,046
+352
| +0.8% | +$9.78K | ﹤0.01% | 1086 |
|
|
2023
Q3 | $1.24M | Sell |
45,694
-538
| -1% | -$14.7K | ﹤0.01% | 1062 |
|
|
2023
Q2 | $1.23M | Buy |
46,232
+911
| +2% | +$20.8K | ﹤0.01% | 1023 |
|
|
2023
Q1 | $980K | Sell |
45,321
-1,344
| -3% | -$29.5K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $1.04M | Buy |
46,665
+224
| +0.5% | +$4.93K | ﹤0.01% | 1011 |
|
|
2022
Q3 | $962K | Buy |
46,441
+1,402
| +3% | +$31.4K | ﹤0.01% | 985 |
|
|
2022
Q2 | $945K | Buy |
45,039
+1,308
| +3% | +$28.3K | ﹤0.01% | 1000 |
|
|
2022
Q1 | $1.02M | Buy |
43,731
+1,546
| +4% | +$36K | ﹤0.01% | 971 |
|
|
2021
Q4 | $1.03M | Sell |
42,185
-585
| -1% | -$15.7K | ﹤0.01% | 947 |
|
|
2021
Q3 | $1.25M | Buy |
42,770
+123
| +0.3% | +$3.82K | ﹤0.01% | 851 |
|
|
2021
Q2 | $1.29M | Sell |
42,647
-20,064
| -32% | -$548K | ﹤0.01% | 829 |
|
|
2021
Q1 | $1.67M | Buy |
62,711
+11,606
| +23% | +$279K | ﹤0.01% | 796 |
|
|
2020
Q4 | $1.13M | Sell |
51,105
-5,916
| -10% | -$120K | ﹤0.01% | 891 |
|
|
2020
Q3 | $1.1M | Buy |
57,021
+27,519
| +93% | +$573K | ﹤0.01% | 763 |
|
|
2020
Q2 | $642K | Buy |
29,502
+12,284
| +71% | +$260K | ﹤0.01% | 921 |
|
|
2020
Q1 | $312K | Sell |
17,218
-6,787
| -28% | -$123K | ﹤0.01% | 1166 |
|
|
2019
Q4 | $430K | Buy |
24,005
+760
| +3% | +$14.3K | ﹤0.01% | 1197 |
|
|
2019
Q3 | $469K | Sell |
23,245
-4,913
| -17% | -$105K | ﹤0.01% | 1102 |
|
|
2019
Q2 | $705K | Buy |
28,158
+8,156
| +41% | +$188K | ﹤0.01% | 905 |
|
|
2019
Q1 | $436K | Buy |
20,002
+9,834
| +97% | +$229K | ﹤0.01% | 1112 |
|
|
2018
Q4 | $208K | Buy |
+10,168
| New | +$234K | ﹤0.01% | 1463 |
|
|
2018
Q2 | – | Sell |
-16,612
| Closed | -$519K | – | 2081 |
|
|
2018
Q1 | $519K | Buy |
+16,612
| New | +$502K | ﹤0.01% | 1063 |
|
Other funds holding DBX
VPM
VCM
Creative Planning's DBX Position: Q1 2026 in Review
Creative Planning increased its Dropbox (DBX) stake by 13% in Q1 2026, buying an estimated $217K and bringing the position to 75,135 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #2027.
Creative Planning first reported a position in DBX in Q1 2018 and has held it in 31 quarters since. The position peaked at $1.85M in Q4 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.
- Creative Planning held 75,135 shares of Dropbox worth $1.71M as of Q1 2026.
- Creative Planning bought 8,548 Dropbox shares in Q1 2026, an estimated $217K.
- Dropbox made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2027 holding.
- Creative Planning first reported a position in Dropbox in Q1 2018 and has held it in 31 quarters since.
- Creative Planning's Dropbox position peaked at $1.85M in Q4 2025.
- 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.