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Stratos Wealth Partners’s Dropbox DBX Stock Holding History

Stratos Wealth Partners’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
2025
Q4 		– Sell
-7,041
Closed -$213K – 1608
2025
Q3 		$213K Buy
+7,041
New +$201K ﹤0.01% 1435
2024
Q4 		– Sell
-9,082
Closed -$231K – 1472
2024
Q3 		$231K Sell
9,082
-6,238
-41% -$147K ﹤0.01% 1270
2024
Q2 		$344K Sell
15,320
-8,119
-35% -$186K 0.01% 1042
2024
Q1 		$570K Buy
23,439
+353
+2% +$9.89K 0.01% 844
2023
Q4 		$681K Buy
23,086
+415
+2% +$11.5K 0.01% 759
2023
Q3 		$617K Buy
22,671
+1,256
+6% +$34.2K 0.01% 741
2023
Q2 		$571K Buy
21,415
+836
+4% +$19.1K 0.01% 716
2023
Q1 		$445K Buy
20,579
+666
+3% +$14.6K 0.01% 739
2022
Q4 		$446K Sell
19,913
-521
-3% -$11.5K 0.01% 769
2022
Q3 		$423K Buy
20,434
+5,511
+37% +$123K 0.01% 750
2022
Q2 		$313K Sell
14,923
-550
-4% -$11.9K 0.01% 909
2022
Q1 		$360K Buy
15,473
+659
+4% +$15.4K 0.01% 926
2021
Q4 		$364K Buy
+14,814
New +$399K 0.01% 933
2021
Q3 		– Sell
-6,802
Closed -$206K – 1200
2021
Q2 		$206K Sell
6,802
-1,200
-15% -$32.8K 0.01% 1107
2021
Q1 		$213K Buy
+8,002
New +$193K 0.01% 1018
2018
Q4 		– Sell
-3,249
Closed -$87K – 1173
2018
Q3 		$87K Buy
+3,249
New +$93.9K ﹤0.01% 1193
2018
Q2 		– Sell
-1,100
Closed -$34K – 1318
2018
Q1 		$34K Buy
+1,100
New +$33.2K ﹤0.01% 1773

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
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
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stratos Wealth Partners's DBX Position: Q4 2025 in Review

Stratos Wealth Partners sold out of Dropbox (DBX) in Q4 2025, closing a stake of 7,041 shares — an estimated $213K sold.

Stratos Wealth Partners first reported a position in DBX in Q1 2018 and held it in 17 quarters. The position peaked at $681K in Q4 2023. 473 funds tracked by Wall St. Rank hold DBX as of Q4 2025.

  • Stratos Wealth Partners reported no remaining Dropbox position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 7,041 Dropbox shares in Q4 2025, an estimated $213K.
  • Stratos Wealth Partners first reported a position in Dropbox in Q1 2018 and held it in 17 quarters.
  • Stratos Wealth Partners's Dropbox position peaked at $681K in Q4 2023.
  • 473 funds tracked by Wall St. Rank held Dropbox as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.