BTI
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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
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 $5.72T 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

Blue Trust Inc's BOX Position: Q1 2026 in Review

Blue Trust Inc increased its Box (BOX) stake by 23% in Q1 2026, buying an estimated $150K and bringing the position to 32,435 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #346.

Blue Trust Inc first reported a position in BOX in Q2 2022 and has held it in 16 quarters since. The position peaked at $991K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Blue Trust Inc held 32,435 shares of Box worth $767K as of Q1 2026.
  • Blue Trust Inc bought 5,968 Box shares in Q1 2026, an estimated $150K.
  • Box made up 0.01% of Blue Trust Inc's portfolio in Q1 2026, its #346 holding.
  • Blue Trust Inc first reported a position in Box in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Box position peaked at $991K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.