Basecamp Wealth Advisors’s Box BOX Stock Holding History

Basecamp Wealth Advisors’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	–	Sell	-17	Closed	-$508	–	2040
2025 Q4	$508	Buy	+17	New	+$533	﹤0.01%	1634

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Basecamp Wealth Advisors's BOX Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Box (BOX) in Q1 2026, closing a stake of 17 shares — an estimated $508 sold.

Basecamp Wealth Advisors first reported a position in BOX in Q4 2025 and held it in 1 quarter. The position peaked at $508 in Q4 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Basecamp Wealth Advisors reported no remaining Box position as of Q1 2026 after selling out during the quarter.
Basecamp Wealth Advisors sold 17 Box shares in Q1 2026, an estimated $508.
Basecamp Wealth Advisors first reported a position in Box in Q4 2025 and held it in 1 quarter.
Basecamp Wealth Advisors's Box position peaked at $508 in Q4 2025.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.