Bay Harbor Wealth Management’s Box BOX Stock Holding History

Bay Harbor Wealth Management’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	$212	Sell	8 -1	-11%	-$25	﹤0.01%	1176
2026 Q1	$212	Sell	9 -1	-10%	-$25	﹤0.01%	1143
2025 Q4	$299	Sell	10 -1	-9%	-$31	﹤0.01%	1030
2025 Q3	$354	Buy	11 +3	+38%	+$97	﹤0.01%	856
2025 Q2	$273	Buy	8 +3	+60%	+$98	﹤0.01%	825
2025 Q1	$154	Buy	+5	New	+$162	﹤0.01%	763
2021 Q1	–	Sell	-100	Closed	-$2K	–	237
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	336
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	307
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	280
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	283
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	282
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	298
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	293
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	332
2018 Q4	$2K	Buy	+100	New	+$1.84K	﹤0.01%	314

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

Bay Harbor Wealth Management's BOX Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Box (BOX) stake by 11% in Q2 2026, selling an estimated $25 and leaving 8 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Bay Harbor Wealth Management first reported a position in BOX in Q4 2018 and has held it in 15 quarters since. The position peaked at $2K in Q4 2020. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Bay Harbor Wealth Management held 8 shares of Box worth $212 as of Q2 2026.
Bay Harbor Wealth Management sold 1 Box share in Q2 2026, an estimated $25.
Box made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1176 holding.
Bay Harbor Wealth Management first reported a position in Box in Q4 2018 and has held it in 15 quarters since.
Bay Harbor Wealth Management's Box position peaked at $2K in Q4 2020.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.