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CreativeOne Wealth’s Dropbox DBX Stock Holding History

CreativeOne Wealth’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
2025
Q4 		– Sell
-6,997
Closed -$211K – 1199
2025
Q3 		$211K Sell
6,997
-6,669
-49% -$191K 0.01% 1081
2025
Q2 		$391K Buy
13,666
+552
+4% +$15.6K 0.01% 827
2025
Q1 		$350K Buy
13,114
+840
+7% +$24.4K 0.01% 810
2024
Q4 		$369K Buy
12,274
+3,159
+35% +$87.2K 0.01% 799
2024
Q3 		$232K Buy
+9,115
New +$214K 0.01% 857
2023
Q3 		– Sell
-8,150
Closed -$217K – 636
2023
Q2 		$217K Buy
+8,150
New +$186K 0.01% 761

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CreativeOne Wealth's DBX Position: Q4 2025 in Review

CreativeOne Wealth sold out of Dropbox (DBX) in Q4 2025, closing a stake of 6,997 shares — an estimated $211K sold.

CreativeOne Wealth first reported a position in DBX in Q2 2023 and held it in 6 quarters. The position peaked at $391K in Q2 2025. 473 funds tracked by Wall St. Rank hold DBX as of Q4 2025.

  • CreativeOne Wealth reported no remaining Dropbox position as of Q4 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 6,997 Dropbox shares in Q4 2025, an estimated $211K.
  • CreativeOne Wealth first reported a position in Dropbox in Q2 2023 and held it in 6 quarters.
  • CreativeOne Wealth's Dropbox position peaked at $391K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Dropbox as of Q4 2025.

Based on CreativeOne Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.