Capital Advisors Ltd’s Box BOX Stock Holding History

Capital Advisors Ltd’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	$1K	Sell	40 -237	-86%	-$5.92K	﹤0.01%	1182
2026 Q1	$7K	Buy	277 +273	+6,825%	+$6.87K	﹤0.01%	888
2025 Q4	$0	Hold	4	–	–	﹤0.01%	1360
2025 Q3	$0	Hold	4	–	–	﹤0.01%	1364
2025 Q2	$0	Hold	4	–	–	﹤0.01%	1354
2025 Q1	$0	Hold	4	–	–	﹤0.01%	1354
2024 Q4	$0	Hold	4	–	–	﹤0.01%	1385
2024 Q3	$0	Hold	4	–	–	﹤0.01%	1388
2024 Q2	$0	Hold	4	–	–	﹤0.01%	1394
2024 Q1	$0	Hold	4	–	–	﹤0.01%	1366
2023 Q4	$0	Hold	4	–	–	﹤0.01%	1302
2023 Q3	$0	Hold	4	–	–	﹤0.01%	1296
2023 Q2	$0	Hold	4	–	–	﹤0.01%	1305
2023 Q1	$0	Sell	4 -5	-56%	-$151	﹤0.01%	1218
2022 Q4	$0	Hold	9	–	–	﹤0.01%	1240
2022 Q3	$0	Buy	+9	New	+$248	﹤0.01%	1253

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Advisors Ltd's BOX Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Box (BOX) stake by 86% in Q2 2026, selling an estimated $5.92K and leaving 40 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Capital Advisors Ltd first reported a position in BOX in Q3 2022 and has held it in 16 quarters since. The position peaked at $7K in Q1 2026. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Capital Advisors Ltd held 40 shares of Box worth $1K as of Q2 2026.
Capital Advisors Ltd sold 237 Box shares in Q2 2026, an estimated $5.92K.
Box made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1182 holding.
Capital Advisors Ltd first reported a position in Box in Q3 2022 and has held it in 16 quarters since.
Capital Advisors Ltd's Box position peaked at $7K in Q1 2026.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.