AG
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Algert Global’s Box BOX Stock Holding History

Algert Global’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 		$3.4M Sell
143,876
-9,020
-6% -$227K 0.05% 559
2025
Q4 		$4.57M Buy
152,896
+112,780
+281% +$3.54M 0.07% 472
2025
Q3 		$1.29M Sell
40,116
-8,910
-18% -$288K 0.02% 792
2025
Q2 		$1.68M Buy
49,026
+15,020
+44% +$492K 0.04% 678
2025
Q1 		$1.05M Sell
34,006
-14,720
-30% -$477K 0.03% 758
2024
Q4 		$1.54M Sell
48,726
-91,664
-65% -$3.01M 0.04% 689
2024
Q3 		$4.59M Buy
140,390
+62,540
+80% +$1.82M 0.12% 281
2024
Q2 		$2.06M Buy
77,850
+27,973
+56% +$746K 0.07% 459
2024
Q1 		$1.41M Buy
49,877
+29,100
+140% +$781K 0.06% 521
2023
Q4 		$532K Buy
20,777
+3,290
+19% +$83.2K 0.02% 807
2023
Q3 		$423K Sell
17,487
-45,680
-72% -$1.31M 0.02% 796
2023
Q2 		$1.86M Sell
63,167
-9,580
-13% -$265K 0.08% 410
2023
Q1 		$1.95M Sell
72,747
-112,597
-61% -$3.39M 0.09% 361
2022
Q4 		$5.77M Buy
185,344
+1,742
+0.9% +$49.7K 0.32% 48
2022
Q3 		$4.48M Buy
183,602
+110,967
+153% +$3.05M 0.27% 61
2022
Q2 		$1.83M Buy
72,635
+7,085
+11% +$198K 0.14% 221
2022
Q1 		$1.91M Buy
65,550
+23,568
+56% +$620K 0.12% 253
2021
Q4 		$1.1M Sell
41,982
-40,117
-49% -$1.03M 0.14% 246
2021
Q3 		$1.94M Sell
82,099
-19,559
-19% -$480K 0.26% 57
2021
Q2 		$2.6M Buy
101,658
+8,993
+10% +$210K 0.87% 8
2021
Q1 		$2.13M Sell
92,665
-88,708
-49% -$1.73M 0.68% 17
2020
Q4 		$3.27M Sell
181,373
-14,098
-7% -$246K 0.93% 7
2020
Q3 		$3.39M Sell
195,471
-19,610
-9% -$362K 1.08% 4
2020
Q2 		$4.46M Sell
215,081
-5,007
-2% -$87.9K 1.52% 3
2020
Q1 		$3.09M Buy
+220,088
New +$3.28M 1.3% 4
2019
Q1 		– Sell
-52,013
Closed -$878K – 318
2018
Q4 		$878K Buy
+52,013
New +$957K 0.24% 139

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Algert Global's BOX Position: Q1 2026 in Review

Algert Global reduced its Box (BOX) stake by 5.9% in Q1 2026, selling an estimated $227K and leaving 143,876 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #559.

Algert Global first reported a position in BOX in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.77M in Q4 2022. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Algert Global held 143,876 shares of Box worth $3.4M as of Q1 2026.
  • Algert Global sold 9,020 Box shares in Q1 2026, an estimated $227K.
  • Box made up 0.05% of Algert Global's portfolio in Q1 2026, its #559 holding.
  • Algert Global first reported a position in Box in Q4 2018 and has held it in 26 quarters since.
  • Algert Global's Box position peaked at $5.77M in Q4 2022.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.