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Root Financial Partners’s Dropbox DBX Stock Holding History

Root Financial Partners’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 		– Sell
-417
Closed -$9.47K – 1090
2026
Q1 		$9.47K Sell
417
-15
-3% -$381 ﹤0.01% 1709
2025
Q4 		$12K Buy
432
+44
+11% +$1.28K ﹤0.01% 1424
2025
Q3 		$11.7K Buy
+388
New +$11.1K ﹤0.01% 1386

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Renaissance Technologies
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Vanguard Capital Management
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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

Root Financial Partners's DBX Position: Q2 2026 in Review

Root Financial Partners sold out of Dropbox (DBX) in Q2 2026, closing a stake of 417 shares — an estimated $9.47K sold.

Root Financial Partners first reported a position in DBX in Q3 2025 and held it in 3 quarters. The position peaked at $12K in Q4 2025. 453 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Root Financial Partners reported no remaining Dropbox position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 417 Dropbox shares in Q2 2026, an estimated $9.47K.
  • Root Financial Partners first reported a position in Dropbox in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dropbox position peaked at $12K in Q4 2025.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.