Activest Wealth Management’s Box BOX Stock Holding History

Activest 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	$823	Buy	31 +16	+107%	+$399	﹤0.01%	988
2026 Q1	$355	Buy	+15	New	+$377	﹤0.01%	1095

Other funds holding BOX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Activest Wealth Management increased its Box (BOX) stake by 107% in Q2 2026, buying an estimated $399 and bringing the position to 31 shares worth $823. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Activest Wealth Management first reported a position in BOX in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Activest Wealth Management held 31 shares of Box worth $823 as of Q2 2026.
Activest Wealth Management bought 16 Box shares in Q2 2026, an estimated $399.
Box made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #988 holding.
Activest Wealth Management first reported a position in Box in Q1 2026 and has held it in 2 quarters since.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.