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Evelyn Partners Investment Management’s Dropbox DBX Stock Holding History

Evelyn Partners Investment Management’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
-500
Closed -$13.9K – 416
2025
Q4 		$13.9K Hold
500
– – ﹤0.01% 348
2025
Q3 		$15.1K Hold
500
– – ﹤0.01% 337
2025
Q2 		$14.3K Hold
500
– – ﹤0.01% 347
2025
Q1 		$13.4K Hold
500
– – ﹤0.01% 348
2024
Q4 		$15K Buy
+500
New +$13.8K ﹤0.01% 339

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Evelyn Partners Investment Management's DBX Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of Dropbox (DBX) in Q1 2026, closing a stake of 500 shares — an estimated $13.9K sold.

Evelyn Partners Investment Management first reported a position in DBX in Q4 2024 and held it in 5 quarters. The position peaked at $15.1K in Q3 2025. 423 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 500 Dropbox shares in Q1 2026, an estimated $13.9K.
  • Evelyn Partners Investment Management first reported a position in Dropbox in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management's Dropbox position peaked at $15.1K in Q3 2025.
  • 423 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.