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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
Q2 		$2.2M Buy
80,150
+15,808
+25% +$406K 0.03% 553
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Trail Advisors's DBX Position: Q2 2026 in Review

Summit Trail Advisors increased its Dropbox (DBX) stake by 25% in Q2 2026, buying an estimated $406K and bringing the position to 80,150 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #553.

Summit Trail Advisors first reported a position in DBX in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.65M in Q2 2021. 454 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Summit Trail Advisors held 80,150 shares of Dropbox worth $2.2M as of Q2 2026.
  • Summit Trail Advisors bought 15,808 Dropbox shares in Q2 2026, an estimated $406K.
  • Dropbox made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #553 holding.
  • Summit Trail Advisors first reported a position in Dropbox in Q2 2021 and has held it in 10 quarters since.
  • Summit Trail Advisors's Dropbox position peaked at $2.65M in Q2 2021.
  • 454 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.