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Spire Wealth Management’s Dolby DLB Stock Holding History

Spire Wealth Management’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
-19
Closed -$1.14K – 2266
2026
Q1 		$1.14K Hold
19
– – ﹤0.01% 2130
2025
Q4 		$1.22K Sell
19
-2
-10% -$134 ﹤0.01% 2165
2025
Q3 		$1.52K Hold
21
– – ﹤0.01% 2206
2025
Q2 		$1.56K Sell
21
-1
-5% -$75 ﹤0.01% 2220
2025
Q1 		$1.77K Buy
22
+3
+16% +$245 ﹤0.01% 2297
2024
Q4 		$1.48K Hold
19
– – ﹤0.01% 2306
2024
Q3 		$1.45K Sell
19
-85
-82% -$6.33K ﹤0.01% 2052
2024
Q2 		$8.24K Sell
104
-9
-8% -$724 ﹤0.01% 1693
2024
Q1 		$9.47K Sell
113
-92
-45% -$7.61K ﹤0.01% 1729
2023
Q4 		$17.3K Hold
205
– – ﹤0.01% 1585
2023
Q3 		$16.2K Hold
205
– – ﹤0.01% 1580
2023
Q2 		$17.2K Sell
205
-491
-71% -$41K ﹤0.01% 1645
2023
Q1 		$59.5K Buy
696
+91
+15% +$7.34K ﹤0.01% 1129
2022
Q4 		$43K Hold
605
– – ﹤0.01% 1034
2022
Q3 		$39K Sell
605
-68
-10% -$5.06K ﹤0.01% 1039
2022
Q2 		$48K Buy
673
+5
+0.7% +$378 ﹤0.01% 1302
2022
Q1 		$53K Buy
668
+36
+6% +$2.9K ﹤0.01% 1427
2021
Q4 		$60K Buy
632
+539
+580% +$48.2K ﹤0.01% 1625
2021
Q3 		$8K Hold
93
– – ﹤0.01% 2149
2021
Q2 		$9K Sell
93
-494
-84% -$48.8K ﹤0.01% 2149
2021
Q1 		$58K Buy
+587
New +$56.1K ﹤0.01% 1650

Other funds holding DLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Spire Wealth Management's DLB Position: Q2 2026 in Review

Spire Wealth Management sold out of Dolby (DLB) in Q2 2026, closing a stake of 19 shares — an estimated $1.14K sold.

Spire Wealth Management first reported a position in DLB in Q1 2021 and held it in 21 quarters. The position peaked at $60K in Q4 2021. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • Spire Wealth Management reported no remaining Dolby position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 19 Dolby shares in Q2 2026, an estimated $1.14K.
  • Spire Wealth Management first reported a position in Dolby in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Dolby position peaked at $60K in Q4 2021.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.