MYIA
DBX icon

Mount Yale Investment Advisors’s Dropbox DBX Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-2,055
Closed -$58.8K – 888
2025
Q2 		$58.8K Buy
+2,055
New +$58.2K ﹤0.01% 773

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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

Mount Yale Investment Advisors's DBX Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Dropbox (DBX) in Q3 2025, closing a stake of 2,055 shares — an estimated $58.8K sold.

Mount Yale Investment Advisors first reported a position in DBX in Q2 2025 and held it in 1 quarter. The position peaked at $58.8K in Q2 2025. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,055 Dropbox shares in Q3 2025, an estimated $58.8K.
  • Mount Yale Investment Advisors first reported a position in Dropbox in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Dropbox position peaked at $58.8K in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.