WWA
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WCG Wealth Advisors’s Dropbox DBX Stock Holding History

WCG Wealth 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
-15,014
Closed -$341K – 561
2026
Q1 		$341K Sell
15,014
-24,464
-62% -$622K 0.01% 496
2025
Q4 		$1.1M Buy
39,478
+20,398
+107% +$594K 0.03% 350
2025
Q3 		$576K Sell
19,080
-605
-3% -$17.3K 0.04% 280
2025
Q2 		$563K Buy
+19,685
New +$557K 0.04% 277

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

WCG Wealth Advisors's DBX Position: Q2 2026 in Review

WCG Wealth Advisors sold out of Dropbox (DBX) in Q2 2026, closing a stake of 15,014 shares — an estimated $341K sold.

WCG Wealth Advisors first reported a position in DBX in Q2 2025 and held it in 4 quarters. The position peaked at $1.1M in Q4 2025. 452 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • WCG Wealth Advisors reported no remaining Dropbox position as of Q2 2026 after selling out during the quarter.
  • WCG Wealth Advisors sold 15,014 Dropbox shares in Q2 2026, an estimated $341K.
  • WCG Wealth Advisors first reported a position in Dropbox in Q2 2025 and held it in 4 quarters.
  • WCG Wealth Advisors's Dropbox position peaked at $1.1M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.