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 Q2	$4K	Buy	158 +83	+111%	+$2.07K	﹤0.01%	835
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 $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 40.89% 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

Avion Wealth's BOX Position: Q2 2026 in Review

Avion Wealth increased its Box (BOX) stake by 111% in Q2 2026, buying an estimated $2.07K and bringing the position to 158 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #835.

Avion Wealth first reported a position in BOX in Q2 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Avion Wealth held 158 shares of Box worth $4K as of Q2 2026.
Avion Wealth bought 83 Box shares in Q2 2026, an estimated $2.07K.
Box made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #835 holding.
Avion Wealth first reported a position in Box in Q2 2025 and has held it in 5 quarters since.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.