EWA
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EverSource Wealth Advisors’s Dropbox DBX Stock Holding History

EverSource 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
Q2 		$27.8K Sell
1,011
-1,041
-51% -$26.8K ﹤0.01% 2199
2026
Q1 		$46.6K Buy
2,052
+831
+68% +$21.1K ﹤0.01% 1943
2025
Q4 		$33.9K Buy
1,221
+113
+10% +$3.29K ﹤0.01% 2018
2025
Q3 		$33.5K Sell
1,108
-573
-34% -$16.4K ﹤0.01% 1994
2025
Q2 		$48.1K Buy
1,681
+787
+88% +$22.3K ﹤0.01% 1641
2025
Q1 		$23.9K Buy
894
+29
+3% +$843 ﹤0.01% 1599
2024
Q4 		$26K Buy
865
+424
+96% +$11.7K ﹤0.01% 1492
2024
Q3 		$11.2K Buy
441
+31
+8% +$729 ﹤0.01% 1798
2024
Q2 		$9.81K Buy
410
+121
+42% +$2.77K ﹤0.01% 1863
2024
Q1 		$6.69K Buy
289
+244
+542% +$6.84K ﹤0.01% 1897
2023
Q4 		$1.33K Sell
45
-969
-96% -$26.9K ﹤0.01% 2304
2023
Q3 		$27.6K Buy
1,014
+19
+2% +$518 ﹤0.01% 1014
2023
Q2 		$26.5K Buy
995
+45
+5% +$1.03K ﹤0.01% 1044
2023
Q1 		$20.5K Hold
950
– – ﹤0.01% 1075
2022
Q4 		$21.3K Buy
+950
New +$20.9K ﹤0.01% 1045

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's DBX Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Dropbox (DBX) stake by 51% in Q2 2026, selling an estimated $26.8K and leaving 1,011 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

EverSource Wealth Advisors first reported a position in DBX in Q4 2022 and has held it in 15 quarters since. The position peaked at $48.1K in Q2 2025. 453 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • EverSource Wealth Advisors held 1,011 shares of Dropbox worth $27.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,041 Dropbox shares in Q2 2026, an estimated $26.8K.
  • Dropbox made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2199 holding.
  • EverSource Wealth Advisors first reported a position in Dropbox in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Dropbox position peaked at $48.1K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.