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 $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

Creative Planning's DBX Position: Q2 2026 in Review

Creative Planning increased its Dropbox (DBX) stake by 28% in Q2 2026, buying an estimated $532K and bringing the position to 95,835 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Creative Planning first reported a position in DBX in Q1 2018 and has held it in 32 quarters since. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Creative Planning held 95,835 shares of Dropbox worth $2.63M as of Q2 2026.
  • Creative Planning bought 20,700 Dropbox shares in Q2 2026, an estimated $532K.
  • Dropbox made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1879 holding.
  • Creative Planning first reported a position in Dropbox in Q1 2018 and has held it in 32 quarters since.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.