Summit Trail Advisors’s Dropbox DBX Stock Holding History

Summit Trail Advisors’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	$1.46M	Sell	64,342 -3,332	-5%	-$84.7K	0.02%	737
2025 Q4	$1.88M	Buy	67,674 +7,136	+12%	+$208K	0.03%	442
2025 Q3	$1.83M	Buy	60,538 +20,907	+53%	+$598K	0.03%	502
2025 Q2	$1.13M	Buy	39,631 +14,940	+61%	+$423K	0.02%	430
2025 Q1	$659K	Buy	24,691 +16,574	+204%	+$482K	0.02%	212
2024 Q4	$244K	Buy	+8,117	New	+$224K	0.01%	329
2022 Q1	–	Sell	-87,731	Closed	-$2.15M	–	337
2021 Q4	$2.15M	Buy	87,731 +149	+0.2%	+$4.01K	0.14%	86
2021 Q3	$2.56M	Hold	87,582	–	–	0.19%	67
2021 Q2	$2.65M	Buy	+87,582	New	+$2.39M	0.23%	53

Other funds holding DBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Summit Trail Advisors's DBX Position: Q1 2026 in Review

Summit Trail Advisors reduced its Dropbox (DBX) stake by 4.9% in Q1 2026, selling an estimated $84.7K and leaving 64,342 shares worth $1.46M. The position accounts for 0.02% of the portfolio, ranked #737.

Summit Trail Advisors first reported a position in DBX in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.65M in Q2 2021. 422 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

Summit Trail Advisors held 64,342 shares of Dropbox worth $1.46M as of Q1 2026.
Summit Trail Advisors sold 3,332 Dropbox shares in Q1 2026, an estimated $84.7K.
Dropbox made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #737 holding.
Summit Trail Advisors first reported a position in Dropbox in Q2 2021 and has held it in 9 quarters since.
Summit Trail Advisors's Dropbox position peaked at $2.65M in Q2 2021.
422 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.