Advisory Services Network’s Box BOX Stock Holding History

Advisory Services Network’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	-67	Closed	-$1.58K	–	2478
2026 Q1	$1.58K	Buy	+67	New	+$1.69K	﹤0.01%	4196
2025 Q4	–	Sell	-92	Closed	-$2.97K	–	2111
2025 Q3	$2.97K	Buy	+92	New	+$2.98K	﹤0.01%	3690
2024 Q4	–	Sell	-18,445	Closed	-$488K	–	1591
2024 Q3	$488K	Hold	18,445	–	–	0.01%	1003
2024 Q2	$488K	Buy	18,445 +45	+0.2%	+$1.2K	0.01%	1003
2024 Q1	$521K	Buy	18,400 +1,275	+7%	+$34.2K	0.01%	945
2023 Q4	$439K	Sell	17,125 -3,359	-16%	-$84.9K	0.01%	952
2023 Q3	$496K	Sell	20,484 -780	-4%	-$22.3K	0.01%	919
2023 Q2	$625K	Buy	21,264 +2,329	+12%	+$64.5K	0.02%	823
2023 Q1	$507K	Sell	18,935 -65	-0.3%	-$1.96K	0.01%	898
2022 Q4	$591K	Sell	19,000 -2,073	-10%	-$59.1K	0.02%	783
2022 Q3	$514K	Hold	21,073	–	–	0.02%	791
2022 Q2	$530K	Buy	21,073 +211	+1%	+$5.89K	0.02%	806
2022 Q1	$606K	Buy	+20,862	New	+$549K	0.02%	833
2020 Q1	–	Sell	-160	Closed	-$3K	–	3043
2019 Q4	$3K	Sell	160 -26	-14%	-$436	﹤0.01%	2734
2019 Q3	$3K	Hold	186	–	–	﹤0.01%	2535
2019 Q2	$3K	Sell	186 -14	-7%	-$268	﹤0.01%	2533
2019 Q1	$4K	Sell	200 -4,850	-96%	-$100K	﹤0.01%	2151
2018 Q4	$85K	Buy	5,050 +2,350	+87%	+$43.2K	0.01%	960
2018 Q3	$65K	Sell	2,700 -42	-2%	-$1.06K	﹤0.01%	1128
2018 Q2	$72K	Buy	+2,742	New	+$68K	0.01%	1082
2018 Q1	–	Sell	-8,700	Closed	-$184K	–	2597
2017 Q4	$184K	Hold	8,700	–	–	0.02%	807
2017 Q3	$168K	Hold	8,700	–	–	0.02%	705
2017 Q2	$159K	Hold	8,700	–	–	0.02%	697
2017 Q1	$142K	Buy	+8,700	New	+$147K	0.02%	700

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 40.89% 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

Advisory Services Network's BOX Position: Q2 2026 in Review

Advisory Services Network sold out of Box (BOX) in Q2 2026, closing a stake of 67 shares — an estimated $1.58K sold.

Advisory Services Network first reported a position in BOX in Q1 2017 and held it in 24 quarters. The position peaked at $625K in Q2 2023. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Advisory Services Network reported no remaining Box position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 67 Box shares in Q2 2026, an estimated $1.58K.
Advisory Services Network first reported a position in Box in Q1 2017 and held it in 24 quarters.
Advisory Services Network's Box position peaked at $625K in Q2 2023.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.