EP Wealth Advisors’s Dropbox DBX Stock Holding History

EP Wealth Advisors’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 Q1	–	Sell	-10,252	Closed	-$285K	–	1516
2025 Q4	$285K	Buy	+10,252	New	+$299K	﹤0.01%	1168
2025 Q2	$203K	Buy	+7,106	New	+$201K	﹤0.01%	1250

Other funds holding DBX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

EP Wealth Advisors's DBX Position: Q1 2026 in Review

EP Wealth Advisors sold out of Dropbox (DBX) in Q1 2026, closing a stake of 10,252 shares — an estimated $285K sold.

EP Wealth Advisors first reported a position in DBX in Q2 2025 and held it in 2 quarters. The position peaked at $285K in Q4 2025. 427 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

EP Wealth Advisors reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 10,252 Dropbox shares in Q1 2026, an estimated $285K.
EP Wealth Advisors first reported a position in Dropbox in Q2 2025 and held it in 2 quarters.
EP Wealth Advisors's Dropbox position peaked at $285K in Q4 2025.
427 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.