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Private Wealth Asset Management’s Dropbox DBX Stock Holding History

Private Wealth Asset Management’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
Q1 		– Sell
-8
Closed -$222 – 986
2025
Q4 		$222 Hold
8
– – ﹤0.01% 978
2025
Q3 		$242 Hold
8
– – ﹤0.01% 956
2025
Q2 		$229 Hold
8
– – ﹤0.01% 957
2025
Q1 		$214 Buy
+8
New +$233 ﹤0.01% 1076

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Private Wealth Asset Management's DBX Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Dropbox (DBX) in Q1 2026, closing a stake of 8 shares — an estimated $222 sold.

Private Wealth Asset Management first reported a position in DBX in Q1 2025 and held it in 4 quarters. The position peaked at $242 in Q3 2025. 427 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 8 Dropbox shares in Q1 2026, an estimated $222.
  • Private Wealth Asset Management first reported a position in Dropbox in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Dropbox position peaked at $242 in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.