BIM
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Breakwater Investment Management’s Box BOX Stock Holding History

Breakwater Investment Management’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 		$497 Buy
21
+5
+31% +$126 ﹤0.01% 439
2025
Q4 		$479 Buy
+16
New +$502 ﹤0.01% 453

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

Breakwater Investment Management's BOX Position: Q1 2026 in Review

Breakwater Investment Management increased its Box (BOX) stake by 31% in Q1 2026, buying an estimated $126 and bringing the position to 21 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Breakwater Investment Management first reported a position in BOX in Q4 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Breakwater Investment Management held 21 shares of Box worth $497 as of Q1 2026.
  • Breakwater Investment Management bought 5 Box shares in Q1 2026, an estimated $126.
  • Box made up ﹤0.01% of Breakwater Investment Management's portfolio in Q1 2026, its #439 holding.
  • Breakwater Investment Management first reported a position in Box in Q4 2025 and has held it in 2 quarters since.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Breakwater Investment Management's 13F filing for Q1 2026, filed 15 May 2026.