Avion Wealth’s Box BOX Stock Holding History

Avion Wealth’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	$1K	Buy	75 +58	+341%	+$1.46K	﹤0.01%	981
2025 Q4	$0	Buy	17 +1	+6%	+$31	﹤0.01%	1257
2025 Q3	$0	Buy	16 +1	+7%	+$32	﹤0.01%	1228
2025 Q2	$0	Buy	+15	New	+$492	﹤0.01%	1195

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

Avion Wealth's BOX Position: Q1 2026 in Review

Avion Wealth increased its Box (BOX) stake by 341% in Q1 2026, buying an estimated $1.46K and bringing the position to 75 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Avion Wealth first reported a position in BOX in Q2 2025 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Avion Wealth held 75 shares of Box worth $1K as of Q1 2026.
Avion Wealth bought 58 Box shares in Q1 2026, an estimated $1.46K.
Box made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #981 holding.
Avion Wealth first reported a position in Box in Q2 2025 and has held it in 4 quarters since.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.