PWPS
DBX icon

Pinnacle Wealth Planning Services’s Dropbox DBX Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q2 		$4.75K Sell
173
-71
-29% -$1.82K ﹤0.01% 2309
2026
Q1 		$5.54K Sell
244
-5,361
-96% -$136K ﹤0.01% 2233
2025
Q4 		$156K Buy
+5,605
New +$163K 0.02% 572
2021
Q1 		– Sell
-5
Closed – – 754
2020
Q4 		$0 Buy
+5
New +$102 ﹤0.01% 2263

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's DBX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Dropbox (DBX) stake by 29% in Q2 2026, selling an estimated $1.82K and leaving 173 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #2309.

Pinnacle Wealth Planning Services first reported a position in DBX in Q4 2020 and has held it in 4 quarters since. The position peaked at $156K in Q4 2025. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 173 shares of Dropbox worth $4.75K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 71 Dropbox shares in Q2 2026, an estimated $1.82K.
  • Dropbox made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2309 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dropbox in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Dropbox position peaked at $156K in Q4 2025.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.