IWA
DLB icon

Icon Wealth Advisors’s Dolby DLB Stock Holding History

Icon 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
Q1 		– Sell
-1,436
Closed -$112K – 487
2024
Q4 		$112K Sell
1,436
-63
-4% -$4.8K 0.01% 484
2024
Q3 		$115K Sell
1,499
-7
-0.5% -$521 0.01% 451
2024
Q2 		$119K Sell
1,506
-72
-5% -$5.79K 0.01% 404
2024
Q1 		$132K Sell
1,578
-87
-5% -$7.19K 0.01% 417
2023
Q4 		$144K Buy
+1,665
New +$140K 0.01% 362
2022
Q4 		– Sell
-2,170
Closed -$141K – 352
2022
Q3 		$141K Buy
+2,170
New +$161K 0.02% 345

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Icon Wealth Advisors's DLB Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Dolby (DLB) in Q1 2025, closing a stake of 1,436 shares — an estimated $112K sold.

Icon Wealth Advisors first reported a position in DLB in Q3 2022 and held it in 6 quarters. The position peaked at $144K in Q4 2023. 419 funds tracked by Wall St. Rank hold DLB as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Dolby position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,436 Dolby shares in Q1 2025, an estimated $112K.
  • Icon Wealth Advisors first reported a position in Dolby in Q3 2022 and held it in 6 quarters.
  • Icon Wealth Advisors's Dolby position peaked at $144K in Q4 2023.
  • 419 funds tracked by Wall St. Rank held Dolby as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.