Ameliora Wealth Management’s Box BOX Stock Holding History

Ameliora 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	$106K	Hold	4,000	–	–	0.03%	130
2026 Q1	$94.6K	Hold	4,000	–	–	0.03%	129
2025 Q4	$120K	Hold	4,000	–	–	0.04%	123
2025 Q3	$129K	Hold	4,000	–	–	0.04%	122
2025 Q2	$137K	Hold	4,000	–	–	0.05%	120
2025 Q1	$123K	Hold	4,000	–	–	0.05%	124
2024 Q4	$126K	Hold	4,000	–	–	0.05%	124
2024 Q3	$131K	Hold	4,000	–	–	0.05%	94
2024 Q2	$106K	Hold	4,000	–	–	0.05%	99
2024 Q1	$113K	Hold	4,000	–	–	0.05%	108
2023 Q4	$102K	Buy	+4,000	New	+$101K	0.05%	94

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

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

Ameliora Wealth Management held its Box (BOX) position steady in Q2 2026 at 4,000 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #130.

Ameliora Wealth Management first reported a position in BOX in Q4 2023 and has held it in 11 quarters since. The position peaked at $137K in Q2 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Ameliora Wealth Management held 4,000 shares of Box worth $106K as of Q2 2026.
Ameliora Wealth Management left its Box share count unchanged in Q2 2026.
Box made up 0.03% of Ameliora Wealth Management's portfolio in Q2 2026, its #130 holding.
Ameliora Wealth Management first reported a position in Box in Q4 2023 and has held it in 11 quarters since.
Ameliora Wealth Management's Box position peaked at $137K in Q2 2025.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.