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Navigoe Wealth Management’s Dolby DLB Stock Holding History

Navigoe 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 		$0 Buy
+4
New +$229 ﹤0.01% 626
2026
Q1 		– Sell
-30
Closed -$1K – 230
2025
Q4 		$1K Hold
30
– – ﹤0.01% 230
2025
Q3 		$2K Buy
+30
New +$2.21K ﹤0.01% 194

Other funds holding DLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Navigoe Wealth Management opened a new position in Dolby (DLB) in Q2 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in DLB as recently as Q4 2025.

Navigoe Wealth Management first reported a position in DLB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2K in Q3 2025. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Navigoe Wealth Management held 4 shares of Dolby worth $0 as of Q2 2026.
  • Dolby was a new Navigoe Wealth Management position in Q2 2026.
  • Dolby made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #626 holding.
  • Navigoe Wealth Management first reported a position in Dolby in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Dolby position peaked at $2K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.