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N.E.W. Advisory Services’s Dolby DLB Stock Holding History

N.E.W. Advisory Services’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
Q4 		– Sell
-15
Closed -$1.09K – 906
2025
Q3 		$1.09K Hold
15
– – ﹤0.01% 789
2025
Q2 		$1.11K Buy
+15
New +$1.12K ﹤0.01% 789

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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

N.E.W. Advisory Services's DLB Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Dolby (DLB) in Q4 2025, closing a stake of 15 shares — an estimated $1.09K sold.

N.E.W. Advisory Services first reported a position in DLB in Q2 2025 and held it in 2 quarters. The position peaked at $1.11K in Q2 2025. 403 funds tracked by Wall St. Rank hold DLB as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining Dolby position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 15 Dolby shares in Q4 2025, an estimated $1.09K.
  • N.E.W. Advisory Services first reported a position in Dolby in Q2 2025 and held it in 2 quarters.
  • N.E.W. Advisory Services's Dolby position peaked at $1.11K in Q2 2025.
  • 403 funds tracked by Wall St. Rank held Dolby as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.