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Wealthspire Advisors (New York)’s Dropbox DBX Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-390
Closed -$11.8K – 1477
2025
Q3 		$11.8K Buy
+390
New +$11.2K ﹤0.01% 1936

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s DBX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Dropbox (DBX) in Q4 2025, closing a stake of 390 shares — an estimated $11.8K sold.

Wealthspire Advisors (New York) first reported a position in DBX in Q3 2025 and held it in 1 quarter. The position peaked at $11.8K in Q3 2025. 474 funds tracked by Wall St. Rank hold DBX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dropbox position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 390 Dropbox shares in Q4 2025, an estimated $11.8K.
  • Wealthspire Advisors (New York) first reported a position in Dropbox in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Dropbox position peaked at $11.8K in Q3 2025.
  • 474 funds tracked by Wall St. Rank held Dropbox as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.