EWP
DBX icon

Elevation Wealth Partners’s Dropbox DBX Stock Holding History

Elevation Wealth Partners’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
Q3 		$46.1K Buy
1,363
+527
+63% +$17.4K 0.01% 412
2026
Q2 		$23K Buy
836
+211
+34% +$5.42K 0.01% 544
2026
Q1 		$14.2K Buy
625
+89
+17% +$2.26K 0.01% 446
2025
Q4 		$14.9K Buy
536
+388
+262% +$11.3K 0.01% 426
2025
Q3 		$4.47K Buy
+148
New +$4.23K ﹤0.01% 501

Other funds holding DBX

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Elevation Wealth Partners's DBX Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dropbox (DBX) stake by 63% in Q3 2026, buying an estimated $17.4K and bringing the position to 1,363 shares worth $46.1K. The position accounts for 0.01% of the portfolio, ranked #412.

Elevation Wealth Partners first reported a position in DBX in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

  • Elevation Wealth Partners held 1,363 shares of Dropbox worth $46.1K as of Q3 2026.
  • Elevation Wealth Partners bought 527 Dropbox shares in Q3 2026, an estimated $17.4K.
  • Dropbox made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #412 holding.
  • Elevation Wealth Partners first reported a position in Dropbox in Q3 2025 and has held it in 5 quarters since.
  • 10 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.