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Principia Wealth Advisory’s Dropbox DBX Stock Holding History

Principia Wealth Advisory’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 		$385 Sell
14
-36
-72% -$925 ﹤0.01% 928
2026
Q1 		$1.14K Buy
50
+20
+67% +$508 ﹤0.01% 674
2025
Q4 		$834 Buy
30
+26
+650% +$757 ﹤0.01% 723
2025
Q3 		$121 Buy
+4
New +$114 ﹤0.01% 919
2025
Q1 		– Sell
-14
Closed -$421 – 870
2024
Q4 		$421 Buy
+14
New +$387 ﹤0.01% 592

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

Principia Wealth Advisory's DBX Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Dropbox (DBX) stake by 72% in Q2 2026, selling an estimated $925 and leaving 14 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Principia Wealth Advisory first reported a position in DBX in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.14K in Q1 2026. 452 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Principia Wealth Advisory held 14 shares of Dropbox worth $385 as of Q2 2026.
  • Principia Wealth Advisory sold 36 Dropbox shares in Q2 2026, an estimated $925.
  • Dropbox made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #928 holding.
  • Principia Wealth Advisory first reported a position in Dropbox in Q4 2024 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Dropbox position peaked at $1.14K in Q1 2026.
  • 452 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.