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Morningstar Investment Management’s Dolby DLB Stock Holding History

Morningstar Investment 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
-3,393
Closed -$265K – 114
2024
Q4 		$265K Hold
3,393
– – 0.02% 173
2024
Q3 		$252K Buy
+3,393
New +$253K 0.02% 181

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

Morningstar Investment Management's DLB Position: Q1 2025 in Review

Morningstar Investment Management sold out of Dolby (DLB) in Q1 2025, closing a stake of 3,393 shares — an estimated $265K sold.

Morningstar Investment Management first reported a position in DLB in Q3 2024 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 419 funds tracked by Wall St. Rank hold DLB as of Q1 2025.

  • Morningstar Investment Management reported no remaining Dolby position as of Q1 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 3,393 Dolby shares in Q1 2025, an estimated $265K.
  • Morningstar Investment Management first reported a position in Dolby in Q3 2024 and held it in 2 quarters.
  • Morningstar Investment Management's Dolby position peaked at $265K in Q4 2024.
  • 419 funds tracked by Wall St. Rank held Dolby as of Q1 2025.

Based on Morningstar Investment Management's 13F filing for Q1 2025, filed 7 May 2025.