AWM
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AE Wealth Management’s Box BOX Stock Holding History

AE 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 		$252K Sell
9,506
-259
-3% -$6.46K ﹤0.01% 1579
2026
Q1 		$231K Buy
9,765
+2,189
+29% +$55.1K ﹤0.01% 1530
2025
Q4 		$227K Buy
7,576
+665
+10% +$20.9K ﹤0.01% 1462
2025
Q3 		$223K Buy
+6,911
New +$224K ﹤0.01% 1345
2022
Q1 		– Sell
-28,112
Closed -$736K – 1680
2021
Q4 		$736K Buy
+28,112
New +$724K 0.01% 1080
2020
Q2 		– Sell
-28,018
Closed -$393K – 1264
2020
Q1 		$393K Buy
+28,018
New +$417K 0.01% 765

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AE Wealth Management reduced its Box (BOX) stake by 2.7% in Q2 2026, selling an estimated $6.46K and leaving 9,506 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1579.

AE Wealth Management first reported a position in BOX in Q1 2020 and has held it in 6 quarters since. The position peaked at $736K in Q4 2021. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • AE Wealth Management held 9,506 shares of Box worth $252K as of Q2 2026.
  • AE Wealth Management sold 259 Box shares in Q2 2026, an estimated $6.46K.
  • Box made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1579 holding.
  • AE Wealth Management first reported a position in Box in Q1 2020 and has held it in 6 quarters since.
  • AE Wealth Management's Box position peaked at $736K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.