EWA
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EverSource Wealth Advisors’s Dolby DLB Stock Holding History

EverSource 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
Q2 		$30.9K Sell
588
-487
-45% -$27.9K ﹤0.01% 2125
2026
Q1 		$64.6K Sell
1,075
-41
-4% -$2.59K ﹤0.01% 1715
2025
Q4 		$71.7K Sell
1,116
-815
-42% -$54.7K ﹤0.01% 1495
2025
Q3 		$140K Sell
1,931
-667
-26% -$49K 0.01% 1093
2025
Q2 		$193K Buy
2,598
+1,902
+273% +$142K 0.01% 880
2025
Q1 		$55.9K Buy
696
+506
+266% +$41.3K ﹤0.01% 1184
2024
Q4 		$14.8K Buy
190
+11
+6% +$838 ﹤0.01% 1795
2024
Q3 		$13.7K Sell
179
-3,104
-95% -$231K ﹤0.01% 1691
2024
Q2 		$259K Sell
3,283
-108
-3% -$8.69K 0.02% 478
2024
Q1 		$263K Buy
3,391
+52
+2% +$4.3K 0.02% 413
2023
Q4 		$288K Buy
3,339
+43
+1% +$3.63K 0.03% 350
2023
Q3 		$261K Sell
3,296
-36
-1% -$3.02K 0.03% 343
2023
Q2 		$279K Buy
3,332
+319
+11% +$26.7K 0.03% 326
2023
Q1 		$257K Buy
3,013
+261
+9% +$21.1K 0.03% 328
2022
Q4 		$194K Sell
2,752
-2,721
-50% -$188K 0.03% 356
2022
Q3 		$358K Sell
5,473
-142
-3% -$10.6K 0.08% 210
2022
Q2 		$402K Buy
+5,615
New +$425K 0.1% 175
2022
Q1 		– Sell
-21
Closed -$2K – 1742
2021
Q4 		$2K Buy
+21
New +$1.88K ﹤0.01% 1529

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

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

EverSource Wealth Advisors reduced its Dolby (DLB) stake by 45% in Q2 2026, selling an estimated $27.9K and leaving 588 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2125.

EverSource Wealth Advisors first reported a position in DLB in Q4 2021 and has held it in 18 quarters since. The position peaked at $402K in Q2 2022. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • EverSource Wealth Advisors held 588 shares of Dolby worth $30.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 487 Dolby shares in Q2 2026, an estimated $27.9K.
  • Dolby made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2125 holding.
  • EverSource Wealth Advisors first reported a position in Dolby in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Dolby position peaked at $402K in Q2 2022.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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