Cetera Investment Advisers
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Cetera Investment Advisers’s Box BOX Stock Holding History

Cetera Investment Advisers’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 		$708K Sell
29,938
-6,114
-17% -$154K ﹤0.01% 3212
2025
Q4 		$1.08M Sell
36,052
-938
-3% -$29.4K ﹤0.01% 2757
2025
Q3 		$1.19M Buy
36,990
+5,099
+16% +$165K ﹤0.01% 2624
2025
Q2 		$1.09M Buy
31,891
+16,375
+106% +$537K ﹤0.01% 2308
2025
Q1 		$479K Buy
15,516
+5,644
+57% +$183K ﹤0.01% 2882
2024
Q4 		$312K Sell
9,872
-86
-0.9% -$2.82K ﹤0.01% 3091
2024
Q3 		$326K Sell
9,958
-177
-2% -$5.16K ﹤0.01% 2996
2024
Q2 		$268K Sell
10,135
-353
-3% -$9.41K ﹤0.01% 3128
2024
Q1 		$297K Buy
+10,488
New +$282K ﹤0.01% 3048

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

Cetera Investment Advisers's BOX Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Box (BOX) stake by 17% in Q1 2026, selling an estimated $154K and leaving 29,938 shares worth $708K. The position accounts for ﹤0.01% of the portfolio, ranked #3212.

Cetera Investment Advisers first reported a position in BOX in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q3 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Cetera Investment Advisers held 29,938 shares of Box worth $708K as of Q1 2026.
  • Cetera Investment Advisers sold 6,114 Box shares in Q1 2026, an estimated $154K.
  • Box made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3212 holding.
  • Cetera Investment Advisers first reported a position in Box in Q1 2024 and has held it in 9 quarters since.
  • Cetera Investment Advisers's Box position peaked at $1.19M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.