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Meritas Wealth Management’s Dolby DLB Stock Holding History

Meritas Wealth Management’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
-2,711
Closed -$212K – 54
2024
Q4 		$212K Sell
2,711
-644
-19% -$49.1K 0.13% 49
2024
Q3 		$257K Hold
3,355
– – 0.16% 44
2024
Q2 		$266K Hold
3,355
– – 0.19% 40
2024
Q1 		$281K Hold
3,355
– – 0.2% 38
2023
Q4 		$289K Hold
3,355
– – 0.22% 37
2023
Q3 		$266K Hold
3,355
– – 0.2% 36
2023
Q2 		$281K Hold
3,355
– – 0.21% 34
2023
Q1 		$287K Sell
3,355
-891
-21% -$71.9K 0.23% 33
2022
Q4 		$300K Buy
+4,246
New +$293K 0.25% 35

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

Meritas Wealth Management's DLB Position: Q1 2025 in Review

Meritas Wealth Management sold out of Dolby (DLB) in Q1 2025, closing a stake of 2,711 shares — an estimated $212K sold.

Meritas Wealth Management first reported a position in DLB in Q4 2022 and held it in 9 quarters. The position peaked at $300K in Q4 2022. 419 funds tracked by Wall St. Rank hold DLB as of Q1 2025.

  • Meritas Wealth Management reported no remaining Dolby position as of Q1 2025 after selling out during the quarter.
  • Meritas Wealth Management sold 2,711 Dolby shares in Q1 2025, an estimated $212K.
  • Meritas Wealth Management first reported a position in Dolby in Q4 2022 and held it in 9 quarters.
  • Meritas Wealth Management's Dolby position peaked at $300K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Dolby as of Q1 2025.

Based on Meritas Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.