Atria Investments’s Box BOX Stock Holding History

Atria Investments’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	$287K	Buy	+10,820	New	+$270K	﹤0.01%	1877
2026 Q1	–	Sell	-17,807	Closed	-$533K	–	2046
2025 Q4	$533K	Sell	17,807 -3,705	-17%	-$116K	0.01%	1406
2025 Q3	$694K	Buy	21,512 +113	+0.5%	+$3.66K	0.01%	1237
2025 Q2	$731K	Sell	21,399 -557	-3%	-$18.3K	0.01%	1211
2025 Q1	$678K	Sell	21,956 -5,365	-20%	-$174K	0.01%	1188
2024 Q4	$863K	Buy	27,321 +2,352	+9%	+$77.1K	0.01%	1055
2024 Q3	$817K	Buy	24,969 +6,738	+37%	+$197K	0.01%	1082
2024 Q2	$482K	Buy	+18,231	New	+$486K	0.01%	1323

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

Atria Investments's BOX Position: Q2 2026 in Review

Atria Investments opened a new position in Box (BOX) in Q2 2026: 10,820 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #1877 among its holdings. This is a return to the name: Atria Investments previously reported a position in BOX as recently as Q4 2025.

Atria Investments first reported a position in BOX in Q2 2024 and has held it in 8 quarters since. The position peaked at $863K in Q4 2024. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Atria Investments held 10,820 shares of Box worth $287K as of Q2 2026.
Box was a new Atria Investments position in Q2 2026.
Box made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1877 holding.
Atria Investments first reported a position in Box in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Box position peaked at $863K in Q4 2024.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.