AssetMark Inc
BOX icon

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
Q2 		$14.4K Buy
542
+362
+201% +$9.04K ﹤0.01% 2317
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
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 40.89% 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

AssetMark Inc's BOX Position: Q2 2026 in Review

AssetMark Inc increased its Box (BOX) stake by 201% in Q2 2026, buying an estimated $9.04K and bringing the position to 542 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

AssetMark Inc first reported a position in BOX in Q3 2024 and has held it in 8 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • AssetMark Inc held 542 shares of Box worth $14.4K as of Q2 2026.
  • AssetMark Inc bought 362 Box shares in Q2 2026, an estimated $9.04K.
  • Box made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2317 holding.
  • AssetMark Inc first reported a position in Box in Q3 2024 and has held it in 8 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.