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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Dropbox (DBX) stake by 68% in Q1 2026, buying an estimated $21.1K and bringing the position to 2,052 shares worth $46.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

EverSource Wealth Advisors first reported a position in DBX in Q4 2022 and has held it in 14 quarters since. The position peaked at $48.1K in Q2 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • EverSource Wealth Advisors held 2,052 shares of Dropbox worth $46.6K as of Q1 2026.
  • EverSource Wealth Advisors bought 831 Dropbox shares in Q1 2026, an estimated $21.1K.
  • Dropbox made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1943 holding.
  • EverSource Wealth Advisors first reported a position in Dropbox in Q4 2022 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Dropbox position peaked at $48.1K in Q2 2025.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

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