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JFS Wealth Advisors’s Dolby DLB Stock Holding History

JFS 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 		$421 Sell
8
-20
-71% -$1.15K ﹤0.01% 1989
2026
Q1 		$1.68K Sell
28
-4
-13% -$253 ﹤0.01% 1559
2025
Q4 		$2.06K Buy
32
+7
+28% +$470 ﹤0.01% 1540
2025
Q3 		$1.81K Buy
25
+15
+150% +$1.1K ﹤0.01% 1463
2025
Q2 		$743 Sell
10
-25
-71% -$1.87K ﹤0.01% 1630
2025
Q1 		$2.81K Buy
35
+6
+21% +$490 ﹤0.01% 1340
2024
Q4 		$2.27K Hold
29
– – ﹤0.01% 1423
2024
Q3 		$2.22K Sell
29
-11
-28% -$819 ﹤0.01% 1437
2024
Q2 		$3.17K Hold
40
– – ﹤0.01% 1254
2024
Q1 		$3.35K Sell
40
-2
-5% -$165 ﹤0.01% 1253
2023
Q4 		$3.62K Buy
42
+1
+2% +$84 ﹤0.01% 1187
2023
Q3 		$3.25K Hold
41
– – ﹤0.01% 1182
2023
Q2 		$3.43K Hold
41
– – ﹤0.01% 1179
2023
Q1 		$3.5K Buy
41
+5
+14% +$404 ﹤0.01% 1138
2022
Q4 		$2.54K Sell
36
-31
-46% -$2.14K ﹤0.01% 1279
2022
Q3 		$4K Buy
67
+20
+43% +$1.49K ﹤0.01% 1044
2022
Q2 		$3K Sell
47
-11
-19% -$832 ﹤0.01% 1169
2022
Q1 		$5K Buy
58
+46
+383% +$3.7K ﹤0.01% 1029
2021
Q4 		$1K Buy
+12
New +$1.07K ﹤0.01% 1325
2020
Q4 		– Sell
-60
Closed -$4K – 585
2020
Q3 		$4K Hold
60
– – ﹤0.01% 459
2020
Q2 		$4K Buy
+60
New +$3.59K ﹤0.01% 439

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

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

JFS Wealth Advisors reduced its Dolby (DLB) stake by 71% in Q2 2026, selling an estimated $1.15K and leaving 8 shares worth $421. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

JFS Wealth Advisors first reported a position in DLB in Q2 2020 and has held it in 21 quarters since. The position peaked at $5K in Q1 2022. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • JFS Wealth Advisors held 8 shares of Dolby worth $421 as of Q2 2026.
  • JFS Wealth Advisors sold 20 Dolby shares in Q2 2026, an estimated $1.15K.
  • Dolby made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1989 holding.
  • JFS Wealth Advisors first reported a position in Dolby in Q2 2020 and has held it in 21 quarters since.
  • JFS Wealth Advisors's Dolby position peaked at $5K in Q1 2022.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.