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Evergreen Capital Management’s Dolby DLB Stock Holding History

Evergreen Capital Management’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
Q2 		– Sell
-7,078
Closed -$425K – 1572
2026
Q1 		$425K Buy
7,078
+742
+12% +$46.9K 0.01% 896
2025
Q4 		$407K Buy
6,336
+1,828
+41% +$123K 0.01% 865
2025
Q3 		$326K Buy
+4,508
New +$331K 0.01% 906

Other funds holding DLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evergreen Capital Management's DLB Position: Q2 2026 in Review

Evergreen Capital Management sold out of Dolby (DLB) in Q2 2026, closing a stake of 7,078 shares — an estimated $425K sold.

Evergreen Capital Management first reported a position in DLB in Q3 2025 and held it in 3 quarters. The position peaked at $425K in Q1 2026. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Evergreen Capital Management reported no remaining Dolby position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 7,078 Dolby shares in Q2 2026, an estimated $425K.
  • Evergreen Capital Management first reported a position in Dolby in Q3 2025 and held it in 3 quarters.
  • Evergreen Capital Management's Dolby position peaked at $425K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.