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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
Q2 		$1.58K Buy
30
+20
+200% +$1.15K ﹤0.01% 1208
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 $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

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

Private Wealth Management Group increased its Dolby (DLB) stake by 200% in Q2 2026, buying an estimated $1.15K and bringing the position to 30 shares worth $1.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Private Wealth Management Group first reported a position in DLB in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.19K in Q2 2024. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Private Wealth Management Group held 30 shares of Dolby worth $1.58K as of Q2 2026.
  • Private Wealth Management Group bought 20 Dolby shares in Q2 2026, an estimated $1.15K.
  • Dolby made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1208 holding.
  • Private Wealth Management Group first reported a position in Dolby in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Dolby position peaked at $9.19K in Q2 2024.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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