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
2025
Q2
Sell
-19,000
Closed -$34.7K 3710
2025
Q1
$34.7K Hold
19,000
﹤0.01% 3373
2024
Q4
$1.9K Buy
+19,000
New +$525K ﹤0.01% 3465
2024
Q3
Sell
-19,000
Closed -$91.6K 3225
2024
Q2
$91.6K Hold
19,000
﹤0.01% 2859
2024
Q1
$75.3K Buy
+19,000
New +$532K ﹤0.01% 2747

Other funds holding DBX

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.