Blue Trust Inc
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
Q3 		$1.07M Sell
31,873
-716
-2% -$23K 0.01% 282
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tealwood Asset Management
Tealwood Asset Management Minneapolis, Minnesota $251M AUM 42.58% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Blue Trust Inc's BOX Position: Q3 2026 in Review

Blue Trust Inc reduced its Box (BOX) stake by 2.2% in Q3 2026, selling an estimated $23K and leaving 31,873 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #282.

Blue Trust Inc first reported a position in BOX in Q2 2022 and has held it in 18 quarters since. 72 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Blue Trust Inc held 31,873 shares of Box worth $1.07M as of Q3 2026.
  • Blue Trust Inc sold 716 Box shares in Q3 2026, an estimated $23K.
  • Box made up 0.01% of Blue Trust Inc's portfolio in Q3 2026, its #282 holding.
  • Blue Trust Inc first reported a position in Box in Q2 2022 and has held it in 18 quarters since.
  • 72 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.