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Crestwood Advisors Group’s Dropbox DBX Stock Holding History

Crestwood Advisors Group’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
2026
Q2 		$228K Buy
+8,292
New +$213K ﹤0.01% 799
2026
Q1 		– Sell
-7,882
Closed -$219K – 778
2025
Q4 		$219K Buy
+7,882
New +$230K ﹤0.01% 633

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

Crestwood Advisors Group's DBX Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in Dropbox (DBX) in Q2 2026: 8,292 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #799 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in DBX as recently as Q4 2025.

Crestwood Advisors Group first reported a position in DBX in Q4 2025 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Crestwood Advisors Group held 8,292 shares of Dropbox worth $228K as of Q2 2026.
  • Dropbox was a new Crestwood Advisors Group position in Q2 2026.
  • Dropbox made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #799 holding.
  • Crestwood Advisors Group first reported a position in Dropbox in Q4 2025 and has held it in 2 quarters since.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.