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Pinnacle Wealth Planning Services’s Dolby DLB Stock Holding History

Pinnacle Wealth Planning 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
2026
Q2 		$210 Sell
4
-9
-69% -$516 ﹤0.01% 2711
2026
Q1 		$781 Buy
+13
New +$822 ﹤0.01% 2585
2021
Q1 		– Sell
-3
Closed – – 779
2020
Q4 		$0 Buy
+3
New +$248 ﹤0.01% 2266

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

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

Pinnacle Wealth Planning Services reduced its Dolby (DLB) stake by 69% in Q2 2026, selling an estimated $516 and leaving 4 shares worth $210. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Pinnacle Wealth Planning Services first reported a position in DLB in Q4 2020 and has held it in 3 quarters since. The position peaked at $781 in Q1 2026. 392 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Pinnacle Wealth Planning Services held 4 shares of Dolby worth $210 as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 9 Dolby shares in Q2 2026, an estimated $516.
  • Dolby made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2711 holding.
  • Pinnacle Wealth Planning Services first reported a position in Dolby in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Dolby position peaked at $781 in Q1 2026.
  • 392 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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