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True Wealth Design’s Dolby DLB Stock Holding History

True Wealth Design’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2
Closed -$129 – 2742
2025
Q4 		$129 Sell
2
-294
-99% -$19.7K ﹤0.01% 2294
2025
Q3 		$21.4K Sell
296
-25
-8% -$1.84K 0.01% 580
2025
Q2 		$23.8K Sell
321
-16
-5% -$1.2K 0.01% 344
2025
Q1 		$27.1K Buy
337
+31
+10% +$2.53K 0.01% 292
2024
Q4 		$23.9K Hold
306
– – 0.01% 299
2024
Q3 		$23.4K Buy
+306
New +$22.8K 0.01% 304
2024
Q2 		– Sell
-3
Closed -$252 – 793
2024
Q1 		$252 Buy
3
+1
+50% +$83 ﹤0.01% 728
2023
Q4 		$173 Hold
2
– – ﹤0.01% 696
2023
Q3 		$159 Hold
2
– – ﹤0.01% 674
2023
Q2 		$168 Hold
2
– – ﹤0.01% 674
2023
Q1 		$171 Hold
2
– – ﹤0.01% 752
2022
Q4 		$141 Buy
+2
New +$138 ﹤0.01% 712

Other funds holding DLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

True Wealth Design's DLB Position: Q1 2026 in Review

True Wealth Design sold out of Dolby (DLB) in Q1 2026, closing a stake of 2 shares — an estimated $129 sold.

True Wealth Design first reported a position in DLB in Q4 2022 and held it in 12 quarters. The position peaked at $27.1K in Q1 2025. 418 funds tracked by Wall St. Rank hold DLB as of Q1 2026.

  • True Wealth Design reported no remaining Dolby position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 2 Dolby shares in Q1 2026, an estimated $129.
  • True Wealth Design first reported a position in Dolby in Q4 2022 and held it in 12 quarters.
  • True Wealth Design's Dolby position peaked at $27.1K in Q1 2025.
  • 418 funds tracked by Wall St. Rank held Dolby as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.