AssetMark Inc’s Box BOX Stock Holding History

AssetMark Inc’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	$4.25K	Sell	180 -230	-56%	-$5.79K	﹤0.01%	2627
2025 Q4	$12.3K	Buy	410 +195	+91%	+$6.12K	﹤0.01%	2160
2025 Q3	$6.94K	Buy	215 +139	+183%	+$4.5K	﹤0.01%	2240
2025 Q2	$2.6K	Buy	76 +50	+192%	+$1.64K	﹤0.01%	2351
2025 Q1	$802	Sell	26 -156	-86%	-$5.05K	﹤0.01%	2334
2024 Q4	$5.75K	Buy	182 +130	+250%	+$4.26K	﹤0.01%	1900
2024 Q3	$1.7K	Buy	+52	New	+$1.52K	﹤0.01%	1906

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

AssetMark Inc's BOX Position: Q1 2026 in Review

AssetMark Inc reduced its Box (BOX) stake by 56% in Q1 2026, selling an estimated $5.79K and leaving 180 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

AssetMark Inc first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.3K in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

AssetMark Inc held 180 shares of Box worth $4.25K as of Q1 2026.
AssetMark Inc sold 230 Box shares in Q1 2026, an estimated $5.79K.
Box made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2627 holding.
AssetMark Inc first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
AssetMark Inc's Box position peaked at $12.3K in Q4 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.