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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return