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WealthTrak Capital Management’s Dropbox DBX Stock Holding History

WealthTrak Capital Management’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
-10
Closed -$286 – 287
2025
Q2 		$286 Buy
10
+5
+100% +$142 ﹤0.01% 774
2025
Q1 		$134 Buy
+5
New +$145 ﹤0.01% 906

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LSV Asset Management
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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

WealthTrak Capital Management's DBX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Dropbox (DBX) in Q3 2025, closing a stake of 10 shares — an estimated $286 sold.

WealthTrak Capital Management first reported a position in DBX in Q1 2025 and held it in 2 quarters. The position peaked at $286 in Q2 2025. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Dropbox shares in Q3 2025, an estimated $286.
  • WealthTrak Capital Management first reported a position in Dropbox in Q1 2025 and held it in 2 quarters.
  • WealthTrak Capital Management's Dropbox position peaked at $286 in Q2 2025.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.