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Whipplewood Advisors’s Dropbox DBX Stock Holding History

Whipplewood 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
2025
Q3 		– Sell
-58
Closed -$1.66K – 524
2025
Q2 		$1.66K Buy
58
+46
+383% +$1.3K ﹤0.01% 914
2025
Q1 		$1.55K Sell
12
-46
-79% -$1.34K ﹤0.01% 938
2024
Q4 		$1.74K Buy
+58
New +$1.6K ﹤0.01% 907

Other funds holding DBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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

Whipplewood Advisors's DBX Position: Q3 2025 in Review

Whipplewood Advisors sold out of Dropbox (DBX) in Q3 2025, closing a stake of 58 shares — an estimated $1.66K sold.

Whipplewood Advisors first reported a position in DBX in Q4 2024 and held it in 3 quarters. The position peaked at $1.74K in Q4 2024. 470 funds tracked by Wall St. Rank hold DBX as of Q3 2025.

  • Whipplewood Advisors reported no remaining Dropbox position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 58 Dropbox shares in Q3 2025, an estimated $1.66K.
  • Whipplewood Advisors first reported a position in Dropbox in Q4 2024 and held it in 3 quarters.
  • Whipplewood Advisors's Dropbox position peaked at $1.74K in Q4 2024.
  • 470 funds tracked by Wall St. Rank held Dropbox as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.