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Beverly Hills Private Wealth’s Box BOX Stock Holding History

Beverly Hills Private 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 		– Sell
-9,398
Closed -$222K – 272
2026
Q1 		$222K Sell
9,398
-687
-7% -$17.3K 0.04% 315
2025
Q4 		$302K Sell
10,085
-165
-2% -$5.18K 0.05% 255
2025
Q3 		$331K Sell
10,250
-387
-4% -$12.5K 0.06% 246
2025
Q2 		$363K Sell
10,637
-913
-8% -$29.9K 0.07% 225
2025
Q1 		$356K Buy
11,550
+362
+3% +$11.7K 0.07% 227
2024
Q4 		$354K Sell
11,188
-1,504
-12% -$49.3K 0.07% 221
2024
Q3 		$415K Sell
12,692
-2,936
-19% -$85.7K 0.08% 210
2024
Q2 		$413K Sell
15,628
-1,060
-6% -$28.3K 0.09% 211
2024
Q1 		$473K Buy
16,688
+945
+6% +$25.4K 0.11% 200
2023
Q4 		$403K Sell
15,743
-2,679
-15% -$67.7K 0.11% 206
2023
Q3 		$446K Sell
18,422
-18,851
-51% -$539K 0.13% 164
2023
Q2 		$1.14M Buy
37,273
+19,051
+105% +$528K 0.19% 120
2023
Q1 		$488K Buy
18,222
+3,063
+20% +$92.3K 0.15% 148
2022
Q4 		$472K Buy
+15,159
New +$433K 0.21% 113

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beverly Hills Private Wealth's BOX Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Box (BOX) in Q2 2026, closing a stake of 9,398 shares — an estimated $222K sold.

Beverly Hills Private Wealth first reported a position in BOX in Q4 2022 and held it in 14 quarters. The position peaked at $1.14M in Q2 2023. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 9,398 Box shares in Q2 2026, an estimated $222K.
  • Beverly Hills Private Wealth first reported a position in Box in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's Box position peaked at $1.14M in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.