Vontobel Holding
DBX icon

Vontobel Holding’s Dropbox DBX Stock Holding History

Vontobel Holding’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
-8,833
Closed -$253K – 1367
2025
Q2 		$253K Buy
8,833
+26
+0.3% +$736 ﹤0.01% 1103
2025
Q1 		$235K Buy
+8,807
New +$256K ﹤0.01% 965
2024
Q3 		– Sell
-64,315
Closed -$1.45M – 1095
2024
Q2 		$1.45M Sell
64,315
-5,545
-8% -$127K ﹤0.01% 495
2024
Q1 		$1.7M Buy
69,860
+10,942
+19% +$307K 0.01% 464
2023
Q4 		$1.74M Sell
58,918
-457
-0.8% -$12.7K 0.01% 460
2023
Q3 		$1.62M Sell
59,375
-30,584
-34% -$834K 0.01% 469
2023
Q2 		$2.4M Buy
89,959
+45,442
+102% +$1.04M 0.02% 410
2023
Q1 		$962K Buy
44,517
+4,331
+11% +$95K 0.01% 600
2022
Q4 		$883K Buy
40,186
+5,869
+17% +$129K 0.01% 603
2022
Q3 		$710K Buy
+34,317
New +$769K 0.01% 624
2022
Q2 		– Sell
-8,661
Closed -$206K – 1043
2022
Q1 		$206K Sell
8,661
-43,740
-83% -$1.02M ﹤0.01% 998
2021
Q4 		$1.29M Buy
52,401
+9,492
+22% +$255K 0.01% 563
2021
Q3 		$1.25M Sell
42,909
-72,025
-63% -$2.24M 0.01% 564
2021
Q2 		$3.5M Sell
114,934
-32,144
-22% -$878K 0.03% 328
2021
Q1 		$3.92M Buy
147,078
+51,265
+54% +$1.23M 0.03% 291
2020
Q4 		$2.38M Buy
+95,813
New +$1.95M 0.02% 379

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vontobel Holding's DBX Position: Q3 2025 in Review

Vontobel Holding sold out of Dropbox (DBX) in Q3 2025, closing a stake of 8,833 shares — an estimated $253K sold.

Vontobel Holding first reported a position in DBX in Q4 2020 and held it in 16 quarters. The position peaked at $3.92M in Q1 2021. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • Vontobel Holding reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • Vontobel Holding sold 8,833 Dropbox shares in Q3 2025, an estimated $253K.
  • Vontobel Holding first reported a position in Dropbox in Q4 2020 and held it in 16 quarters.
  • Vontobel Holding's Dropbox position peaked at $3.92M in Q1 2021.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on Vontobel Holding's 13F filing for Q3 2025, filed 15 Oct 2025.