Heartwood Wealth Advisors’s Dolby DLB Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-4	Closed	-$289	–	311
2025 Q3	$289	Buy	+4	New	+$294	﹤0.01%	620

Other funds holding DLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Heartwood Wealth Advisors's DLB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Dolby (DLB) in Q4 2025, closing a stake of 4 shares — an estimated $289 sold.

Heartwood Wealth Advisors first reported a position in DLB in Q3 2025 and held it in 1 quarter. The position peaked at $289 in Q3 2025. 403 funds tracked by Wall St. Rank hold DLB as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Dolby position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 4 Dolby shares in Q4 2025, an estimated $289.
Heartwood Wealth Advisors first reported a position in Dolby in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Dolby position peaked at $289 in Q3 2025.
403 funds tracked by Wall St. Rank held Dolby as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.