LFA
DLB icon

Legend Financial Advisors’s Dolby DLB Stock Holding History

Legend Financial 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
Q3 		– Sell
-150
Closed -$11.2K – 68
2025
Q2 		$11.2K Buy
+150
New +$11.2K 0.01% 105
2025
Q1 		– Sell
-150
Closed -$11.8K – 90
2024
Q4 		$11.8K Hold
150
– – 0.01% 106
2024
Q3 		$11.5K Hold
150
– – 0.01% 94
2024
Q2 		$11.9K Buy
+150
New +$12.1K 0.01% 134
2024
Q1 		– Sell
-150
Closed -$13K – 187
2023
Q4 		$13K Hold
150
– – 0.01% 113
2023
Q3 		$11.9K Hold
150
– – 0.01% 127
2023
Q2 		$12.6K Hold
150
– – 0.01% 134
2023
Q1 		$12.9K Hold
150
– – 0.01% 132
2022
Q4 		$10.6K Hold
150
– – 0.01% 162
2022
Q3 		$9.8K Buy
+150
New +$11.2K 0.01% 148

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Legend Financial Advisors's DLB Position: Q3 2025 in Review

Legend Financial Advisors sold out of Dolby (DLB) in Q3 2025, closing a stake of 150 shares — an estimated $11.2K sold.

Legend Financial Advisors first reported a position in DLB in Q3 2022 and held it in 10 quarters. The position peaked at $13K in Q4 2023. 412 funds tracked by Wall St. Rank hold DLB as of Q3 2025.

  • Legend Financial Advisors reported no remaining Dolby position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 150 Dolby shares in Q3 2025, an estimated $11.2K.
  • Legend Financial Advisors first reported a position in Dolby in Q3 2022 and held it in 10 quarters.
  • Legend Financial Advisors's Dolby position peaked at $13K in Q4 2023.
  • 412 funds tracked by Wall St. Rank held Dolby as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.