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United Capital Financial Advisors’s Dolby DLB Stock Holding History

United Capital Financial Advisors’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
Q2 		$211K Sell
4,022
-3,136
-44% -$180K ﹤0.01% 1531
2026
Q1 		$430K Buy
+7,158
New +$453K ﹤0.01% 1140
2019
Q4 		– Sell
-3,798
Closed -$246K – 1387
2019
Q3 		$246K Sell
3,798
-144
-4% -$9.05K ﹤0.01% 1131
2019
Q2 		$255K Buy
+3,942
New +$251K ﹤0.01% 1280

Other funds holding DLB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

United Capital Financial Advisors reduced its Dolby (DLB) stake by 44% in Q2 2026, selling an estimated $180K and leaving 4,022 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

United Capital Financial Advisors first reported a position in DLB in Q2 2019 and has held it in 4 quarters since. The position peaked at $430K in Q1 2026. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

  • United Capital Financial Advisors held 4,022 shares of Dolby worth $211K as of Q2 2026.
  • United Capital Financial Advisors sold 3,136 Dolby shares in Q2 2026, an estimated $180K.
  • Dolby made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1531 holding.
  • United Capital Financial Advisors first reported a position in Dolby in Q2 2019 and has held it in 4 quarters since.
  • United Capital Financial Advisors's Dolby position peaked at $430K in Q1 2026.
  • 391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

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