WE
DLB icon

Wealth Effects’s Dolby DLB Stock Holding History

Wealth Effects’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
2025
Q1 		– Sell
-3,500
Closed -$273K – 206
2024
Q4 		$273K Sell
3,500
-2,800
-44% -$213K 0.1% 170
2024
Q3 		$482K Hold
6,300
– – 0.17% 112
2024
Q2 		$499K Hold
6,300
– – 0.18% 104
2024
Q1 		$528K Hold
6,300
– – 0.19% 104
2023
Q4 		$543K Hold
6,300
– – 0.2% 101
2023
Q3 		$499K Hold
6,300
– – 0.25% 93
2023
Q2 		$527K Hold
6,300
– – 0.23% 91
2023
Q1 		$538K Hold
6,300
– – 0.28% 82
2022
Q4 		$444K Sell
6,300
-180
-3% -$12.4K 0.25% 94
2022
Q3 		$422K Buy
6,480
+480
+8% +$35.7K 0.26% 90
2022
Q2 		$429K Sell
6,000
-50
-0.8% -$3.78K 0.26% 94
2022
Q1 		$473K Sell
6,050
-101
-2% -$8.12K 0.22% 94
2021
Q4 		$586K Buy
+6,151
New +$551K 0.24% 86

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealth Effects's DLB Position: Q1 2025 in Review

Wealth Effects sold out of Dolby (DLB) in Q1 2025, closing a stake of 3,500 shares — an estimated $273K sold.

Wealth Effects first reported a position in DLB in Q4 2021 and held it in 13 quarters. The position peaked at $586K in Q4 2021. 419 funds tracked by Wall St. Rank hold DLB as of Q1 2025.

  • Wealth Effects reported no remaining Dolby position as of Q1 2025 after selling out during the quarter.
  • Wealth Effects sold 3,500 Dolby shares in Q1 2025, an estimated $273K.
  • Wealth Effects first reported a position in Dolby in Q4 2021 and held it in 13 quarters.
  • Wealth Effects's Dolby position peaked at $586K in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Dolby as of Q1 2025.

Based on Wealth Effects's 13F filing for Q1 2025, filed 23 Apr 2025.