UFPG
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United Financial Planning Group’s Dropbox DBX Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-7
Closed -$195 – 509
2025
Q4 		$195 Buy
+7
New +$204 ﹤0.01% 470

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Vanguard Capital Management
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State Street
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

United Financial Planning Group's DBX Position: Q1 2026 in Review

United Financial Planning Group sold out of Dropbox (DBX) in Q1 2026, closing a stake of 7 shares — an estimated $195 sold.

United Financial Planning Group first reported a position in DBX in Q4 2025 and held it in 1 quarter. The position peaked at $195 in Q4 2025. 427 funds tracked by Wall St. Rank hold DBX as of Q1 2026.

  • United Financial Planning Group reported no remaining Dropbox position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 7 Dropbox shares in Q1 2026, an estimated $195.
  • United Financial Planning Group first reported a position in Dropbox in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Dropbox position peaked at $195 in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dropbox as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.