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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
Q2 		$22.1K Buy
804
+45
+6% +$1.16K ﹤0.01% 757
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SHP Wealth Management's DBX Position: Q2 2026 in Review

SHP Wealth Management increased its Dropbox (DBX) stake by 5.9% in Q2 2026, buying an estimated $1.16K and bringing the position to 804 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

SHP Wealth Management first reported a position in DBX in Q4 2025 and has held it in 3 quarters since. 453 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • SHP Wealth Management held 804 shares of Dropbox worth $22.1K as of Q2 2026.
  • SHP Wealth Management bought 45 Dropbox shares in Q2 2026, an estimated $1.16K.
  • Dropbox made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #757 holding.
  • SHP Wealth Management first reported a position in Dropbox in Q4 2025 and has held it in 3 quarters since.
  • 453 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.