Joel Isaacson & Co’s Dropbox DBX Stock Holding History

Joel Isaacson & Co’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 Q3	$508K	Hold	15,000	–	–	0.01%	302
2026 Q2	$412K	Hold	15,000	–	–	0.01%	336
2026 Q1	$341K	Hold	15,000	–	–	0.01%	341
2025 Q4	$417K	Hold	15,000	–	–	0.01%	309
2025 Q3	$453K	Hold	15,000	–	–	0.02%	285
2025 Q2	$429K	Hold	15,000	–	–	0.02%	276
2025 Q1	$401K	Hold	15,000	–	–	0.02%	269
2024 Q4	$451K	Hold	15,000	–	–	0.02%	243
2024 Q3	$381K	Hold	15,000	–	–	0.02%	256
2024 Q2	$337K	Hold	15,000	–	–	0.02%	258
2024 Q1	$364K	Sell	15,000 -13,118	-47%	-$368K	0.02%	249
2023 Q4	$829K	Hold	28,118	–	–	0.05%	143
2023 Q3	$766K	Hold	28,118	–	–	0.05%	138
2023 Q2	$750K	Hold	28,118	–	–	0.05%	149
2023 Q1	$608K	Hold	28,118	–	–	0.04%	164
2022 Q4	$629K	Hold	28,118	–	–	0.05%	148
2022 Q3	$583K	Hold	28,118	–	–	0.05%	146
2022 Q2	$590K	Hold	28,118	–	–	0.05%	144
2022 Q1	$640K	Sell	28,118 -5,000	-15%	-$117K	0.05%	154
2021 Q4	$813K	Hold	33,118	–	–	0.06%	140
2021 Q3	$968K	Hold	33,118	–	–	0.07%	115
2021 Q2	$1M	Hold	33,118	–	–	0.08%	107
2021 Q1	$883K	Sell	33,118 -150	-0.5%	-$3.61K	0.08%	109
2020 Q4	$738K	Buy	33,268 +150	+0.5%	+$3.06K	0.07%	112
2020 Q3	$638K	Hold	33,118	–	–	0.08%	105
2020 Q2	$721K	Hold	33,118	–	–	0.1%	92
2020 Q1	$599K	Hold	33,118	–	–	0.1%	92
2019 Q4	$593K	Hold	33,118	–	–	0.08%	114
2019 Q3	$668K	Hold	33,118	–	–	0.1%	92
2019 Q2	$830K	Hold	33,118	–	–	0.12%	82
2019 Q1	$722K	Hold	33,118	–	–	0.11%	102
2018 Q4	$742K	Sell	33,118 -2,336	-7%	-$53.8K	0.12%	99
2018 Q3	$951K	Buy	+35,454	New	+$1.02M	0.15%	71

Other funds holding DBX

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Joel Isaacson & Co's DBX Position: Q3 2026 in Review

Joel Isaacson & Co held its Dropbox (DBX) position steady in Q3 2026 at 15,000 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #302.

Joel Isaacson & Co first reported a position in DBX in Q3 2018 and has held it in 33 quarters since. The position peaked at $1M in Q2 2021. 264 funds tracked by Wall St. Rank hold DBX as of Q3 2026.

Joel Isaacson & Co held 15,000 shares of Dropbox worth $508K as of Q3 2026.
Joel Isaacson & Co left its Dropbox share count unchanged in Q3 2026.
Dropbox made up 0.01% of Joel Isaacson & Co's portfolio in Q3 2026, its #302 holding.
Joel Isaacson & Co first reported a position in Dropbox in Q3 2018 and has held it in 33 quarters since.
Joel Isaacson & Co's Dropbox position peaked at $1M in Q2 2021.
264 funds tracked by Wall St. Rank held Dropbox as of Q3 2026.

Based on Joel Isaacson & Co's 13F filing for Q3 2026, filed 5 Nov 2026.