MPM
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Meritage Portfolio Management’s Dropbox DBX Stock Holding History

Meritage Portfolio Management’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
2025
Q4 		$6.04M Sell
217,336
-2,827
-1% -$82.3K 0.4% 65
2025
Q3 		$6.65M Sell
220,163
-62,989
-22% -$1.8M 0.44% 60
2025
Q2 		$8.1M Sell
283,152
-17,076
-6% -$483K 0.51% 55
2025
Q1 		$8.02M Sell
300,228
-8,554
-3% -$249K 0.53% 50
2024
Q4 		$9.28M Sell
308,782
-6,496
-2% -$179K 0.58% 43
2024
Q3 		$8.02M Sell
315,278
-3,168
-1% -$74.5K 0.49% 51
2024
Q2 		$7.16M Sell
318,446
-4,810
-1% -$110K 0.45% 61
2024
Q1 		$7.86M Sell
323,256
-19,228
-6% -$539K 0.5% 52
2023
Q4 		$10.1M Buy
342,484
+20,523
+6% +$570K 0.67% 35
2023
Q3 		$8.77M Sell
321,961
-1,976
-0.6% -$53.9K 0.65% 34
2023
Q2 		$8.64M Sell
323,937
-13,315
-4% -$304K 0.61% 36
2023
Q1 		$7.29M Sell
337,252
-8,584
-2% -$188K 0.55% 53
2022
Q4 		$7.74M Sell
345,836
-13,143
-4% -$289K 0.61% 44
2022
Q3 		$7.44M Buy
+358,979
New +$8.04M 0.62% 38
2022
Q1 		– Sell
-9,237
Closed -$227K – 346
2021
Q4 		$227K Sell
9,237
-428,330
-98% -$11.5M 0.01% 304
2021
Q3 		$12.8M Buy
437,567
+1,930
+0.4% +$59.9K 0.77% 29
2021
Q2 		$13.2M Buy
+435,637
New +$11.9M 0.8% 26

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return