Whipplewood Advisors’s Dolby DLB Stock Holding History

Whipplewood Advisors’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
2026 Q2	–	Sell	-17	Closed	-$1.02K	–	758
2026 Q1	$1.02K	Buy	+17	New	+$1.07K	﹤0.01%	893
2025 Q3	–	Sell	-22	Closed	-$1.63K	–	540
2025 Q2	$1.63K	Sell	22 -30	-58%	-$2.25K	﹤0.01%	919
2025 Q1	$1.77K	Buy	52 +30	+136%	+$2.45K	﹤0.01%	914
2024 Q4	$1.72K	Buy	+22	New	+$1.68K	﹤0.01%	908

Other funds holding DLB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Whipplewood Advisors's DLB Position: Q2 2026 in Review

Whipplewood Advisors sold out of Dolby (DLB) in Q2 2026, closing a stake of 17 shares — an estimated $1.02K sold.

Whipplewood Advisors first reported a position in DLB in Q4 2024 and held it in 4 quarters. The position peaked at $1.77K in Q1 2025. 391 funds tracked by Wall St. Rank hold DLB as of Q2 2026.

Whipplewood Advisors reported no remaining Dolby position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 17 Dolby shares in Q2 2026, an estimated $1.02K.
Whipplewood Advisors first reported a position in Dolby in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Dolby position peaked at $1.77K in Q1 2025.
391 funds tracked by Wall St. Rank held Dolby as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.