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Moran Wealth Management’s Dolby DLB Stock Holding History

Moran 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
Q1 		– Sell
-3,837
Closed -$246K – 501
2025
Q4 		$246K Sell
3,837
-2,094
-35% -$141K 0.01% 454
2025
Q3 		$429K Sell
5,931
-1,550
-21% -$114K 0.01% 423
2025
Q2 		$556K Sell
7,481
-1,167
-13% -$87.4K 0.02% 398
2025
Q1 		$695K Sell
8,648
-536
-6% -$43.7K 0.02% 336
2024
Q4 		$717K Buy
9,184
+390
+4% +$29.7K 0.02% 329
2024
Q3 		$673K Sell
8,794
-140
-2% -$10.4K 0.02% 345
2024
Q2 		$708K Buy
8,934
+782
+10% +$62.9K 0.02% 308
2024
Q1 		$683K Buy
8,152
+122
+2% +$10.1K 0.02% 316
2023
Q4 		$692K Sell
8,030
-542
-6% -$45.7K 0.02% 322
2023
Q3 		$679K Buy
8,572
+270
+3% +$22.6K 0.03% 288
2023
Q2 		$695K Sell
8,302
-442
-5% -$36.9K 0.03% 284
2023
Q1 		$747K Buy
8,744
+663
+8% +$53.5K 0.03% 276
2022
Q4 		$570K Buy
+8,081
New +$557K 0.02% 292

Other funds holding DLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Moran Wealth Management's DLB Position: Q1 2026 in Review

Moran Wealth Management sold out of Dolby (DLB) in Q1 2026, closing a stake of 3,837 shares — an estimated $246K sold.

Moran Wealth Management first reported a position in DLB in Q4 2022 and held it in 13 quarters. The position peaked at $747K in Q1 2023. 418 funds tracked by Wall St. Rank hold DLB as of Q1 2026.

  • Moran Wealth Management reported no remaining Dolby position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 3,837 Dolby shares in Q1 2026, an estimated $246K.
  • Moran Wealth Management first reported a position in Dolby in Q4 2022 and held it in 13 quarters.
  • Moran Wealth Management's Dolby position peaked at $747K in Q1 2023.
  • 418 funds tracked by Wall St. Rank held Dolby as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.