BTI
BOX icon

Blue Trust Inc’s Box BOX Stock Holding History

Blue Trust Inc’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 		$865K Buy
32,589
+154
+0.5% +$3.84K 0.01% 327
2026
Q1 		$767K Buy
32,435
+5,968
+23% +$150K 0.01% 346
2025
Q4 		$792K Sell
26,467
-4,180
-14% -$131K 0.01% 338
2025
Q3 		$989K Buy
30,647
+1,635
+6% +$52.9K 0.01% 302
2025
Q2 		$991K Buy
29,012
+2,721
+10% +$89.2K 0.01% 276
2025
Q1 		$811K Buy
26,291
+12,330
+88% +$399K 0.01% 284
2024
Q4 		$441K Buy
13,961
+863
+7% +$28.3K 0.01% 406
2024
Q3 		$346K Buy
13,098
+1,650
+14% +$48.1K ﹤0.01% 616
2024
Q2 		$324K Buy
11,448
+1,982
+21% +$52.8K ﹤0.01% 530
2024
Q1 		$268K Buy
9,466
+3,301
+54% +$88.6K ﹤0.01% 423
2023
Q4 		$149K Buy
6,165
+897
+17% +$22.7K ﹤0.01% 543
2023
Q3 		$155K Buy
5,268
+4,375
+490% +$125K ﹤0.01% 497
2023
Q2 		$24K Sell
893
-10,397
-92% -$288K ﹤0.01% 974
2023
Q1 		$351K Buy
11,290
+2,670
+31% +$80.4K 0.01% 367
2022
Q4 		$210K Buy
8,620
+4,174
+94% +$119K ﹤0.01% 433
2022
Q3 		$112K Buy
4,446
+957
+27% +$26.3K ﹤0.01% 490
2022
Q2 		$101K Buy
+3,489
New +$97.5K ﹤0.01% 491

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 40.89% 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

Blue Trust Inc's BOX Position: Q2 2026 in Review

Blue Trust Inc increased its Box (BOX) stake by 0.47% in Q2 2026, buying an estimated $3.84K and bringing the position to 32,589 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #327.

Blue Trust Inc first reported a position in BOX in Q2 2022 and has held it in 17 quarters since. The position peaked at $991K in Q2 2025. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Blue Trust Inc held 32,589 shares of Box worth $865K as of Q2 2026.
  • Blue Trust Inc bought 154 Box shares in Q2 2026, an estimated $3.84K.
  • Box made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #327 holding.
  • Blue Trust Inc first reported a position in Box in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Box position peaked at $991K in Q2 2025.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.