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Spire Wealth Management’s Dropbox DBX Stock Holding History

Spire 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 		– Sell
-21
Closed -$584 – 2296
2025
Q4 		$584 Buy
+21
New +$612 ﹤0.01% 2268
2024
Q2 		– Sell
-183
Closed -$4.45K – 2242
2024
Q1 		$4.45K Sell
183
-60
-25% -$1.68K ﹤0.01% 1954
2023
Q4 		$7.82K Hold
243
– – ﹤0.01% 1822
2023
Q3 		$6.62K Sell
243
-1,629
-87% -$44.4K ﹤0.01% 1855
2023
Q2 		$49.9K Sell
1,872
-686
-27% -$15.6K ﹤0.01% 1196
2023
Q1 		$55.3K Buy
2,558
+254
+11% +$5.57K ﹤0.01% 1161
2022
Q4 		$52K Buy
2,304
+146
+7% +$3.21K ﹤0.01% 978
2022
Q3 		$45K Buy
2,158
+350
+19% +$7.84K ﹤0.01% 986
2022
Q2 		$38K Hold
1,808
– – ﹤0.01% 1406
2022
Q1 		$42K Buy
1,808
+958
+113% +$22.3K ﹤0.01% 1508
2021
Q4 		$21K Buy
850
+435
+105% +$11.7K ﹤0.01% 2094
2021
Q3 		$12K Sell
415
-250
-38% -$7.76K ﹤0.01% 2032
2021
Q2 		$20K Sell
665
-600
-47% -$16.4K ﹤0.01% 1864
2021
Q1 		$34K Buy
+1,265
New +$30.4K ﹤0.01% 1914

Other funds holding DBX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

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

Spire Wealth Management sold out of Dropbox (DBX) in Q1 2026, closing a stake of 21 shares — an estimated $584 sold.

Spire Wealth Management first reported a position in DBX in Q1 2021 and held it in 14 quarters. The position peaked at $55.3K in Q1 2023. 425 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Spire Wealth Management reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 21 Dropbox shares in Q1 2026, an estimated $584.
  • Spire Wealth Management first reported a position in Dropbox in Q1 2021 and held it in 14 quarters.
  • Spire Wealth Management's Dropbox position peaked at $55.3K in Q1 2023.
  • 425 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.