Rise Advisors’s Dropbox DBX Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-474	Closed	-$14.3K	–	447
2025 Q3	$14.3K	Hold	474	–	–	0.01%	783
2025 Q2	$13.6K	Hold	474	–	–	0.01%	804
2025 Q1	$12.7K	Buy	+474	New	+$13.8K	0.01%	811
2024 Q4	–	Sell	-120	Closed	-$3.05K	–	1143
2024 Q3	$3.05K	Hold	120	–	–	﹤0.01%	1105
2024 Q2	$2.7K	Hold	120	–	–	﹤0.01%	1108
2024 Q1	$2.92K	Hold	120	–	–	﹤0.01%	1118
2023 Q4	$3.54K	Hold	120	–	–	﹤0.01%	416
2023 Q3	$3.27K	Hold	120	–	–	﹤0.01%	414
2023 Q2	$3.2K	Hold	120	–	–	﹤0.01%	462
2023 Q1	$2.59K	Hold	120	–	–	﹤0.01%	539
2022 Q4	$2.69K	Hold	120	–	–	﹤0.01%	524
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	539
2022 Q2	$3K	Hold	120	–	–	﹤0.01%	497
2022 Q1	$3K	Hold	120	–	–	﹤0.01%	477
2021 Q4	$2.94K	Buy	+120	New	+$3.23K	﹤0.01%	480

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rise Advisors's DBX Position: Q4 2025 in Review

Rise Advisors sold out of Dropbox (DBX) in Q4 2025, closing a stake of 474 shares — an estimated $14.3K sold.

Rise Advisors first reported a position in DBX in Q4 2021 and held it in 15 quarters. The position peaked at $14.3K in Q3 2025. 475 funds tracked by Wall St. Rank hold DBX as of Q4 2025.

Rise Advisors reported no remaining Dropbox position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 474 Dropbox shares in Q4 2025, an estimated $14.3K.
Rise Advisors first reported a position in Dropbox in Q4 2021 and held it in 15 quarters.
Rise Advisors's Dropbox position peaked at $14.3K in Q3 2025.
475 funds tracked by Wall St. Rank held Dropbox as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.