WF
DBX icon

Womack Financial’s Dropbox DBX Stock Holding History

Womack Financial’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
2026
Q2 		$397K Sell
14,452
-4,219
-23% -$108K 0.26% 51
2026
Q1 		$424K Sell
18,671
-354
-2% -$8.99K 0.31% 50
2025
Q4 		$529K Sell
19,025
-910
-5% -$26.5K 0.39% 45
2025
Q3 		$602K Buy
19,935
+50
+0.3% +$1.43K 0.46% 41
2025
Q2 		$569K Buy
19,885
+162
+0.8% +$4.59K 0.47% 41
2025
Q1 		$527K Buy
19,723
+55
+0.3% +$1.6K 0.48% 41
2024
Q4 		$591K Buy
+19,668
New +$543K 0.52% 37

Other funds holding DBX

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Womack Financial's DBX Position: Q2 2026 in Review

Womack Financial reduced its Dropbox (DBX) stake by 23% in Q2 2026, selling an estimated $108K and leaving 14,452 shares worth $397K. The position accounts for 0.26% of the portfolio, ranked #51.

Womack Financial first reported a position in DBX in Q4 2024 and has held it in 7 quarters since. The position peaked at $602K in Q3 2025. 449 funds tracked by Wall St. Rank hold DBX as of Q2 2026.

  • Womack Financial held 14,452 shares of Dropbox worth $397K as of Q2 2026.
  • Womack Financial sold 4,219 Dropbox shares in Q2 2026, an estimated $108K.
  • Dropbox made up 0.26% of Womack Financial's portfolio in Q2 2026, its #51 holding.
  • Womack Financial first reported a position in Dropbox in Q4 2024 and has held it in 7 quarters since.
  • Womack Financial's Dropbox position peaked at $602K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dropbox as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.