Bell Investment Advisors’s Box BOX Stock Holding History

Bell Investment 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 Q2	$9.74K	Buy	367 +36	+11%	+$898	﹤0.01%	717
2026 Q1	$7.83K	Buy	331 +75	+29%	+$1.89K	﹤0.01%	785
2025 Q4	$7.66K	Buy	256 +185	+261%	+$5.8K	﹤0.01%	799
2025 Q3	$2.29K	Hold	71	–	–	﹤0.01%	1289
2025 Q2	$2.43K	Sell	71 -30	-30%	-$984	﹤0.01%	1295
2025 Q1	$3.12K	Buy	101 +30	+42%	+$972	﹤0.01%	1128
2024 Q4	$2.24K	Hold	71	–	–	﹤0.01%	1289
2024 Q3	$2.32K	Hold	71	–	–	﹤0.01%	1288
2024 Q2	$1.88K	Hold	71	–	–	﹤0.01%	1377
2024 Q1	$2.01K	Hold	71	–	–	﹤0.01%	1361
2023 Q4	$1.82K	Hold	71	–	–	﹤0.01%	1368
2023 Q3	$1.72K	Hold	71	–	–	﹤0.01%	1356
2023 Q2	$2.09K	Sell	71 -19	-21%	-$526	﹤0.01%	1275
2023 Q1	$2.41K	Hold	90	–	–	﹤0.01%	1158
2022 Q4	$2.8K	Hold	90	–	–	﹤0.01%	1104
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	1050
2022 Q2	$2K	Buy	+90	New	+$2.52K	﹤0.01%	1103
2021 Q4	$3K	Buy	111 +19	+21%	+$489	﹤0.01%	949
2021 Q3	$2K	Buy	+92	New	+$2.26K	﹤0.01%	1027

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's BOX Position: Q2 2026 in Review

Bell Investment Advisors increased its Box (BOX) stake by 11% in Q2 2026, buying an estimated $898 and bringing the position to 367 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Bell Investment Advisors first reported a position in BOX in Q3 2021 and has held it in 19 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Bell Investment Advisors held 367 shares of Box worth $9.74K as of Q2 2026.
Bell Investment Advisors bought 36 Box shares in Q2 2026, an estimated $898.
Box made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #717 holding.
Bell Investment Advisors first reported a position in Box in Q3 2021 and has held it in 19 quarters since.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.