PWMG
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Private Wealth Management Group’s Dolby DLB Stock Holding History

Private Wealth Management Group’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
Q1 		$601 Hold
10
– – ﹤0.01% 1353
2025
Q4 		$643 Sell
10
-11
-52% -$739 ﹤0.01% 1358
2025
Q3 		$1.52K Sell
21
-34
-62% -$2.5K ﹤0.01% 1187
2025
Q2 		$4.08K Hold
55
– – ﹤0.01% 838
2025
Q1 		$4.42K Hold
55
– – ﹤0.01% 779
2024
Q4 		$4.3K Buy
55
+30
+120% +$2.29K ﹤0.01% 806
2024
Q3 		$1.91K Sell
25
-91
-78% -$6.77K ﹤0.01% 1078
2024
Q2 		$9.19K Buy
116
+91
+364% +$7.32K ﹤0.01% 463
2024
Q1 		$2.1K Hold
25
– – ﹤0.01% 946
2023
Q4 		$2.15K Buy
+25
New +$2.11K ﹤0.01% 947

Other funds holding DLB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return