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 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 $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

Bay Harbor Wealth Management's BOX Position: Q1 2026 in Review

Bay Harbor Wealth Management reduced its Box (BOX) stake by 10% in Q1 2026, selling an estimated $25 and leaving 9 shares worth $212. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Bay Harbor Wealth Management first reported a position in BOX in Q4 2018 and has held it in 14 quarters since. The position peaked at $2K in Q4 2020. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Bay Harbor Wealth Management held 9 shares of Box worth $212 as of Q1 2026.
Bay Harbor Wealth Management sold 1 Box share in Q1 2026, an estimated $25.
Box made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #1143 holding.
Bay Harbor Wealth Management first reported a position in Box in Q4 2018 and has held it in 14 quarters since.
Bay Harbor Wealth Management's Box position peaked at $2K in Q4 2020.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.