TWD
DBX icon

True Wealth Design’s Dropbox DBX Stock Holding History

True Wealth Design’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 		$12.2K Sell
443
-88
-17% -$2.26K ﹤0.01% 994
2026
Q1 		$12.1K Sell
531
-209
-28% -$5.31K ﹤0.01% 917
2025
Q4 		$20.6K Sell
740
-253
-25% -$7.37K 0.01% 598
2025
Q3 		$30K Buy
993
+330
+50% +$9.44K 0.01% 457
2025
Q2 		$19K Buy
663
+294
+80% +$8.32K 0.01% 396
2025
Q1 		$9.86K Sell
369
-667
-64% -$19.4K ﹤0.01% 478
2024
Q4 		$31.1K Buy
1,036
+680
+191% +$18.8K 0.01% 257
2024
Q3 		$9.05K Buy
+356
New +$8.37K ﹤0.01% 442
2024
Q2 		– Sell
-17
Closed -$414 – 791
2024
Q1 		$414 Buy
17
+7
+70% +$196 ﹤0.01% 665
2023
Q4 		$295 Buy
10
+1
+11% +$28 ﹤0.01% 608
2023
Q3 		$246 Hold
9
– – ﹤0.01% 606
2023
Q2 		$241 Hold
9
– – ﹤0.01% 624
2023
Q1 		$195 Hold
9
– – ﹤0.01% 740
2022
Q4 		$201 Buy
+9
New +$198 ﹤0.01% 660

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

True Wealth Design's DBX Position: Q2 2026 in Review

True Wealth Design reduced its Dropbox (DBX) stake by 17% in Q2 2026, selling an estimated $2.26K and leaving 443 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

True Wealth Design first reported a position in DBX in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.1K in Q4 2024. 449 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • True Wealth Design held 443 shares of Dropbox worth $12.2K as of Q2 2026.
  • True Wealth Design sold 88 Dropbox shares in Q2 2026, an estimated $2.26K.
  • Dropbox made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #994 holding.
  • True Wealth Design first reported a position in Dropbox in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Dropbox position peaked at $31.1K in Q4 2024.
  • 449 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.