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Steward Partners Investment Advisory’s Dropbox DBX Stock Holding History

Steward Partners Investment Advisory’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 		$67K Sell
2,948
-59
-2% -$1.5K ﹤0.01% 2615
2025
Q4 		$83.6K Sell
3,007
-433
-13% -$12.6K ﹤0.01% 2394
2025
Q3 		$104K Buy
+3,440
New +$98.4K ﹤0.01% 2213
2024
Q4 		– Sell
-479
Closed -$12.2K – 4000
2024
Q3 		$12.2K Hold
479
– – ﹤0.01% 2870
2024
Q2 		$10.8K Sell
479
-355
-43% -$8.11K ﹤0.01% 2794
2024
Q1 		$20.3K Sell
834
-266
-24% -$7.45K ﹤0.01% 2521
2023
Q4 		$32.4K Sell
1,100
-400
-27% -$11.1K ﹤0.01% 2156
2023
Q3 		$40.8K Hold
1,500
– – ﹤0.01% 1996
2023
Q2 		$40K Buy
1,500
+500
+50% +$11.4K ﹤0.01% 1973
2023
Q1 		$21.6K Sell
1,000
-350
-26% -$7.68K ﹤0.01% 2217
2022
Q4 		$30.2K Hold
1,350
– – ﹤0.01% 2041
2022
Q3 		$28K Hold
1,350
– – ﹤0.01% 2060
2022
Q2 		$28K Hold
1,350
– – ﹤0.01% 2074
2022
Q1 		$31K Hold
1,350
– – ﹤0.01% 2157
2021
Q4 		$33K Sell
1,350
-1,541
-53% -$41.5K ﹤0.01% 2093
2021
Q3 		$84K Hold
2,891
– – ﹤0.01% 1628
2021
Q2 		$88K Sell
2,891
-123
-4% -$3.36K ﹤0.01% 2431
2021
Q1 		$80.4K Buy
3,014
+263
+10% +$6.33K ﹤0.01% 1731
2020
Q4 		$61K Sell
2,751
-345
-11% -$7.03K ﹤0.01% 1570
2020
Q3 		$60K Buy
3,096
+257
+9% +$5.35K ﹤0.01% 1415
2020
Q2 		$62K Buy
2,839
+239
+9% +$5.05K ﹤0.01% 1323
2020
Q1 		$47K Buy
2,600
+250
+11% +$4.55K ﹤0.01% 1281
2019
Q4 		$42K Hold
2,350
– – ﹤0.01% 1472
2019
Q3 		$47K Hold
2,350
– – ﹤0.01% 1378
2019
Q2 		$58K Buy
+2,350
New +$54.3K ﹤0.01% 1278
2018
Q4 		– Sell
-1,770
Closed -$47K – 1065
2018
Q3 		$47K Buy
1,770
+1,270
+254% +$36.7K ﹤0.01% 1216
2018
Q2 		$16K Buy
500
+440
+733% +$13.8K ﹤0.01% 1545
2018
Q1 		$1K Buy
+60
New +$1.81K ﹤0.01% 2122

Other funds holding DBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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 $2.9T AUM 29.55% 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

Steward Partners Investment Advisory's DBX Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Dropbox (DBX) stake by 2% in Q1 2026, selling an estimated $1.5K and leaving 2,948 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Steward Partners Investment Advisory first reported a position in DBX in Q1 2018 and has held it in 28 quarters since. The position peaked at $104K in Q3 2025. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • Steward Partners Investment Advisory held 2,948 shares of Dropbox worth $67K as of Q1 2026.
  • Steward Partners Investment Advisory sold 59 Dropbox shares in Q1 2026, an estimated $1.5K.
  • Dropbox made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2615 holding.
  • Steward Partners Investment Advisory first reported a position in Dropbox in Q1 2018 and has held it in 28 quarters since.
  • Steward Partners Investment Advisory's Dropbox position peaked at $104K in Q3 2025.
  • 422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.