Capstone Investment Advisors
BOX icon

Capstone Investment Advisors’s Box BOX Stock Holding History

Capstone Investment Advisors’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 		$209K Buy
8,845
+1,650
+23% +$41.5K ﹤0.01% 1510
2025
Q4 		$215K Sell
7,195
-8,168
-53% -$256K ﹤0.01% 1479
2025
Q3 		$496K Buy
15,363
+6,060
+65% +$196K ﹤0.01% 1381
2025
Q2 		$318K Buy
+9,303
New +$305K ﹤0.01% 1364
2024
Q2 		– Sell
-46,191
Closed -$1.31M – 2104
2024
Q1 		$1.31M Buy
46,191
+264
+0.6% +$7.09K ﹤0.01% 994
2023
Q4 		$1.18M Buy
+45,927
New +$1.16M ﹤0.01% 991
2017
Q1 		– Sell
-46,133
Closed -$639K – 884
2016
Q4 		$639K Buy
+46,133
New +$683K 0.02% 531
2016
Q3 		– Sell
-12,511
Closed -$129K – 743
2016
Q2 		$129K Buy
+12,511
New +$150K ﹤0.01% 643

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Capstone Investment Advisors's BOX Position: Q1 2026 in Review

Capstone Investment Advisors increased its Box (BOX) stake by 23% in Q1 2026, buying an estimated $41.5K and bringing the position to 8,845 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Capstone Investment Advisors first reported a position in BOX in Q2 2016 and has held it in 8 quarters since. The position peaked at $1.31M in Q1 2024. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Capstone Investment Advisors held 8,845 shares of Box worth $209K as of Q1 2026.
  • Capstone Investment Advisors bought 1,650 Box shares in Q1 2026, an estimated $41.5K.
  • Box made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1510 holding.
  • Capstone Investment Advisors first reported a position in Box in Q2 2016 and has held it in 8 quarters since.
  • Capstone Investment Advisors's Box position peaked at $1.31M in Q1 2024.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

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