EP Wealth Advisors’s Dolby DLB Stock Holding History

EP Wealth Advisors’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	–	Sell	-3,596	Closed	-$231K	–	1519
2025 Q4	$231K	Buy	+3,596	New	+$241K	﹤0.01%	1299
2025 Q2	$444K	Buy	5,976 +1,251	+26%	+$93.6K	﹤0.01%	827
2025 Q1	$379K	Buy	+4,725	New	+$385K	﹤0.01%	806

Other funds holding DLB

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

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

EP Wealth Advisors sold out of Dolby (DLB) in Q1 2026, closing a stake of 3,596 shares — an estimated $231K sold.

EP Wealth Advisors first reported a position in DLB in Q1 2025 and held it in 3 quarters. The position peaked at $444K in Q2 2025. 418 funds tracked by Wall St. Rank hold DLB as of Q1 2026.

EP Wealth Advisors reported no remaining Dolby position as of Q1 2026 after selling out during the quarter.
EP Wealth Advisors sold 3,596 Dolby shares in Q1 2026, an estimated $231K.
EP Wealth Advisors first reported a position in Dolby in Q1 2025 and held it in 3 quarters.
EP Wealth Advisors's Dolby position peaked at $444K in Q2 2025.
418 funds tracked by Wall St. Rank held Dolby as of Q1 2026.

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