Creative Planning
DBX icon

Creative Planning’s Dropbox DBX Stock Holding History

Creative Planning’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
2020
Q3 		– Sell
-800
Closed -$3K – 2173
2020
Q2 		$3K Buy
+800
New +$16.9K ﹤0.01% 1928
2019
Q3 		– Sell
-600
Closed -$2K – 2018
2019
Q2 		$2K Sell
600
-600
-50% -$13.9K ﹤0.01% 1974
2019
Q1 		$1K Buy
+1,200
New +$27.9K ﹤0.01% 1952

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

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.