Modern Wealth Management’s Dolby DLB Stock Holding History

Modern 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
2026 Q2	–	Sell	-4,748	Closed	-$288K	–	1119
2026 Q1	$288K	Buy	+4,748	New	+$300K	﹤0.01%	727

Other funds holding DLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Modern Wealth Management's DLB Position: Q2 2026 in Review

Modern Wealth Management sold out of Dolby (DLB) in Q2 2026, closing a stake of 4,748 shares — an estimated $288K sold.

Modern Wealth Management first reported a position in DLB in Q1 2026 and held it in 1 quarter. The position peaked at $288K in Q1 2026. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

Modern Wealth Management reported no remaining Dolby position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 4,748 Dolby shares in Q2 2026, an estimated $288K.
Modern Wealth Management first reported a position in Dolby in Q1 2026 and held it in 1 quarter.
Modern Wealth Management's Dolby position peaked at $288K in Q1 2026.
391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.