CVA Family Office’s Dolby DLB Stock Holding History

CVA Family Office’s Portfolio DLB Stock Details DLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.68K	Buy	78 +61	+359%	+$3.86K	﹤0.01%	1260
2025 Q4	$1.09K	Sell	17 -10	-37%	-$672	﹤0.01%	1085
2025 Q3	$1.95K	Buy	27 +10	+59%	+$735	﹤0.01%	1008
2025 Q2	$1.26K	Sell	17 -35	-67%	-$2.62K	﹤0.01%	1054
2025 Q1	$4.18K	Hold	52	–	–	﹤0.01%	920
2024 Q4	$4.06K	Buy	52 +35	+206%	+$2.67K	﹤0.01%	905
2024 Q3	$1.3K	Hold	17	–	–	﹤0.01%	1038
2024 Q2	$1.35K	Hold	17	–	–	﹤0.01%	1019
2024 Q1	$1.42K	Hold	17	–	–	﹤0.01%	961
2023 Q4	$1.47K	Buy	+17	New	+$1.43K	﹤0.01%	941
2023 Q3	–	Sell	-87	Closed	-$7.28K	–	416
2023 Q2	$7.28K	Buy	87 +70	+412%	+$5.85K	﹤0.01%	759
2023 Q1	$1.45K	Hold	17	–	–	﹤0.01%	875
2022 Q4	$1.2K	Hold	17	–	–	﹤0.01%	857
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	838
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	861
2022 Q1	$1K	Hold	17	–	–	﹤0.01%	914
2021 Q4	$2K	Buy	+17	New	+$1.52K	﹤0.01%	832
2021 Q3	–	Sell	-17	Closed	-$2K	–	494
2021 Q2	$2K	Buy	+17	New	+$1.68K	﹤0.01%	876

Other funds holding DLB

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return