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SHP Wealth Management’s Dropbox DBX Stock Holding History

SHP Wealth Management’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
Q1 		$17.2K Sell
759
-11
-1% -$279 ﹤0.01% 766
2025
Q4 		$21.4K Buy
+770
New +$22.4K ﹤0.01% 673

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $70.5B AUM 36% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

SHP Wealth Management's DBX Position: Q1 2026 in Review

SHP Wealth Management reduced its Dropbox (DBX) stake by 1.4% in Q1 2026, selling an estimated $279 and leaving 759 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

SHP Wealth Management first reported a position in DBX in Q4 2025 and has held it in 2 quarters since. The position peaked at $21.4K in Q4 2025. 423 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • SHP Wealth Management held 759 shares of Dropbox worth $17.2K as of Q1 2026.
  • SHP Wealth Management sold 11 Dropbox shares in Q1 2026, an estimated $279.
  • Dropbox made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #766 holding.
  • SHP Wealth Management first reported a position in Dropbox in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Dropbox position peaked at $21.4K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.