UCFA
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United Capital Financial Advisors’s Dropbox DBX Stock Holding History

United Capital Financial 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 		– Sell
-10,092
Closed -$229K – 1658
2026
Q1 		$229K Buy
+10,092
New +$256K ﹤0.01% 1491
2024
Q3 		– Sell
-10,245
Closed -$230K – 1072
2024
Q2 		$230K Sell
10,245
-2,044
-17% -$46.7K ﹤0.01% 937
2024
Q1 		$299K Buy
12,289
+8
+0.1% +$224 ﹤0.01% 877
2023
Q4 		$362K Buy
12,281
+2,281
+23% +$63.3K ﹤0.01% 809
2023
Q3 		$272K Hold
10,000
– – ﹤0.01% 745
2023
Q2 		$267K Sell
10,000
-2,517
-20% -$57.4K ﹤0.01% 793
2023
Q1 		$271K Buy
12,517
+2,265
+22% +$49.7K ﹤0.01% 849
2022
Q4 		$229K Buy
+10,252
New +$226K ﹤0.01% 951
2019
Q3 		– Sell
-25,311
Closed -$634K – 1354
2019
Q2 		$634K Buy
25,311
+2,605
+11% +$60.2K ﹤0.01% 961
2019
Q1 		$495K Buy
+22,706
New +$529K ﹤0.01% 980

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

United Capital Financial Advisors's DBX Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Dropbox (DBX) in Q2 2026, closing a stake of 10,092 shares — an estimated $229K sold.

United Capital Financial Advisors first reported a position in DBX in Q1 2019 and held it in 10 quarters. The position peaked at $634K in Q2 2019. 452 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Dropbox position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 10,092 Dropbox shares in Q2 2026, an estimated $229K.
  • United Capital Financial Advisors first reported a position in Dropbox in Q1 2019 and held it in 10 quarters.
  • United Capital Financial Advisors's Dropbox position peaked at $634K in Q2 2019.
  • 452 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.