WANY
DLB icon

Wealthspire Advisors (New York)’s Dolby DLB Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-77
Closed -$5.57K – 1501
2025
Q3 		$5.57K Buy
+77
New +$5.66K ﹤0.01% 2286
2019
Q1 		– Sell
-5
Closed – – 239
2018
Q4 		$0 Buy
+5
New +$337 ﹤0.01% 886

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 $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Dolby (DLB) in Q4 2025, closing a stake of 77 shares — an estimated $5.57K sold.

Wealthspire Advisors (New York) first reported a position in DLB in Q4 2018 and held it in 2 quarters. The position peaked at $5.57K in Q3 2025. 403 funds tracked by Wall St. Rank hold DLB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Dolby position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 77 Dolby shares in Q4 2025, an estimated $5.57K.
  • Wealthspire Advisors (New York) first reported a position in Dolby in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Dolby position peaked at $5.57K in Q3 2025.
  • 403 funds tracked by Wall St. Rank held Dolby as of Q4 2025.

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