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Root Financial Partners’s Dolby DLB Stock Holding History

Root Financial Partners’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 		– Sell
-188
Closed -$11.3K – 1130
2026
Q1 		$11.3K Buy
188
+52
+38% +$3.29K ﹤0.01% 1625
2025
Q4 		$8.73K Sell
136
-4
-3% -$269 ﹤0.01% 1556
2025
Q3 		$10.1K Buy
+140
New +$10.3K ﹤0.01% 1445

Other funds holding DLB

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
DIS
Diversified Investment Strategies Baton Rouge, Louisiana $155M AUM 21.54% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

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

Root Financial Partners sold out of Dolby (DLB) in Q2 2026, closing a stake of 188 shares — an estimated $11.3K sold.

Root Financial Partners first reported a position in DLB in Q3 2025 and held it in 3 quarters. The position peaked at $11.3K in Q1 2026. 100 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Root Financial Partners reported no remaining Dolby position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 188 Dolby shares in Q2 2026, an estimated $11.3K.
  • Root Financial Partners first reported a position in Dolby in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Dolby position peaked at $11.3K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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