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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Advisory Services Network's BOX Position: Q1 2026 in Review

Advisory Services Network opened a new position in Box (BOX) in Q1 2026: 67 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #4196 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in BOX as recently as Q3 2025.

Advisory Services Network first reported a position in BOX in Q1 2017 and has held it in 24 quarters since. The position peaked at $625K in Q2 2023. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Advisory Services Network held 67 shares of Box worth $1.58K as of Q1 2026.
Box was a new Advisory Services Network position in Q1 2026.
Box made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4196 holding.
Advisory Services Network first reported a position in Box in Q1 2017 and has held it in 24 quarters since.
Advisory Services Network's Box position peaked at $625K in Q2 2023.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.