Cerity Partners
BOX icon

Cerity Partners’s Box BOX Stock Holding History

Cerity Partners’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 		$1.88M Buy
70,916
+32,417
+84% +$809K ﹤0.01% 1629
2026
Q1 		$910K Buy
38,499
+1,188
+3% +$29.9K ﹤0.01% 1914
2025
Q4 		$1.12M Sell
37,311
-1,919
-5% -$60.2K ﹤0.01% 1663
2025
Q3 		$1.27M Sell
39,230
-1,901
-5% -$61.5K ﹤0.01% 1491
2025
Q2 		$1.41M Sell
41,131
-4,058
-9% -$133K ﹤0.01% 1364
2025
Q1 		$1.39M Buy
+45,189
New +$1.46M ﹤0.01% 1281

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cerity Partners's BOX Position: Q2 2026 in Review

Cerity Partners increased its Box (BOX) stake by 84% in Q2 2026, buying an estimated $809K and bringing the position to 70,916 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Cerity Partners first reported a position in BOX in Q1 2025 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Cerity Partners held 70,916 shares of Box worth $1.88M as of Q2 2026.
  • Cerity Partners bought 32,417 Box shares in Q2 2026, an estimated $809K.
  • Box made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1629 holding.
  • Cerity Partners first reported a position in Box in Q1 2025 and has held it in 6 quarters since.
  • 369 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.