AWM
BOX icon

Abound Wealth Management’s Box BOX Stock Holding History

Abound Wealth Management’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-274
Closed -$6.48K – 1400
2026
Q1 		$6.48K Sell
274
-6
-2% -$151 ﹤0.01% 671
2025
Q4 		$8.38K Sell
280
-190
-40% -$5.96K ﹤0.01% 541
2025
Q3 		$15.2K Buy
470
+464
+7,733% +$15K ﹤0.01% 413
2025
Q2 		$206 Hold
6
– – ﹤0.01% 1027
2025
Q1 		$186 Sell
6
-2
-25% -$65 ﹤0.01% 1010
2024
Q4 		$253 Hold
8
– – ﹤0.01% 957
2024
Q3 		$262 Sell
8
-3
-27% -$88 ﹤0.01% 1014
2024
Q2 		$291 Hold
11
– – ﹤0.01% 993
2024
Q1 		$312 Buy
+11
New +$295 ﹤0.01% 1114

Other funds holding BOX

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Abound Wealth Management's BOX Position: Q2 2026 in Review

Abound Wealth Management sold out of Box (BOX) in Q2 2026, closing a stake of 274 shares — an estimated $6.48K sold.

Abound Wealth Management first reported a position in BOX in Q1 2024 and held it in 9 quarters. The position peaked at $15.2K in Q3 2025. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Abound Wealth Management reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 274 Box shares in Q2 2026, an estimated $6.48K.
  • Abound Wealth Management first reported a position in Box in Q1 2024 and held it in 9 quarters.
  • Abound Wealth Management's Box position peaked at $15.2K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.