PWMG
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Private Wealth Management Group’s Dropbox DBX Stock Holding History

Private Wealth Management Group’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 		$6.59K Hold
240
– – ﹤0.01% 730
2026
Q1 		$5.45K Hold
240
– – ﹤0.01% 740
2025
Q4 		$6.67K Sell
240
-5
-2% -$146 ﹤0.01% 662
2025
Q3 		$7.4K Hold
245
– – ﹤0.01% 633
2025
Q2 		$7.01K Hold
245
– – ﹤0.01% 620
2025
Q1 		$6.54K Hold
245
– – ﹤0.01% 618
2024
Q4 		$7.36K Hold
245
– – ﹤0.01% 591
2024
Q3 		$6.23K Buy
245
+52
+27% +$1.22K ﹤0.01% 643
2024
Q2 		$4.34K Buy
193
+104
+117% +$2.38K ﹤0.01% 754
2024
Q1 		$2.16K Buy
89
+61
+218% +$1.71K ﹤0.01% 927
2023
Q4 		$826 Buy
+28
New +$778 ﹤0.01% 1344

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

Private Wealth Management Group's DBX Position: Q2 2026 in Review

Private Wealth Management Group held its Dropbox (DBX) position steady in Q2 2026 at 240 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Private Wealth Management Group first reported a position in DBX in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.4K in Q3 2025. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Private Wealth Management Group held 240 shares of Dropbox worth $6.59K as of Q2 2026.
  • Private Wealth Management Group left its Dropbox share count unchanged in Q2 2026.
  • Dropbox made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #730 holding.
  • Private Wealth Management Group first reported a position in Dropbox in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Dropbox position peaked at $7.4K in Q3 2025.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.