Unique Wealth Strategies’s Dropbox DBX Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-10,158	Closed	-$291K	–	224
2025 Q2	$291K	Buy	+10,158	New	+$288K	0.12%	182

Other funds holding DBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Unique Wealth Strategies's DBX Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Dropbox (DBX) in Q3 2025, closing a stake of 10,158 shares — an estimated $291K sold.

Unique Wealth Strategies first reported a position in DBX in Q2 2025 and held it in 1 quarter. The position peaked at $291K in Q2 2025. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

Unique Wealth Strategies reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
Unique Wealth Strategies sold 10,158 Dropbox shares in Q3 2025, an estimated $291K.
Unique Wealth Strategies first reported a position in Dropbox in Q2 2025 and held it in 1 quarter.
Unique Wealth Strategies's Dropbox position peaked at $291K in Q2 2025.
470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.