Clearstead Advisors’s Box BOX Stock Holding History

Clearstead 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 Q2	$14.6K	Buy	+551	New	+$13.8K	﹤0.01%	1879
2026 Q1	–	Sell	-165	Closed	-$4.94K	–	2331
2025 Q4	$4.94K	Buy	165 +40	+32%	+$1.25K	﹤0.01%	2019
2025 Q3	$4.03K	Sell	125 -6,583	-98%	-$213K	﹤0.01%	2236
2025 Q2	$229K	Buy	6,708 +65	+1%	+$2.13K	﹤0.01%	854
2025 Q1	$205K	Hold	6,643	–	–	﹤0.01%	830
2024 Q4	$210K	Hold	6,643	–	–	﹤0.01%	836
2024 Q3	$217K	Hold	6,643	–	–	﹤0.01%	832
2024 Q2	$176K	Buy	6,643 +6,583	+10,972%	+$175K	﹤0.01%	856
2024 Q1	$1.59K	Hold	60	–	–	﹤0.01%	1345
2023 Q4	$1.54K	Hold	60	–	–	﹤0.01%	1332
2023 Q3	$1.45K	Hold	60	–	–	﹤0.01%	1303
2023 Q2	$1.76K	Hold	60	–	–	﹤0.01%	1181
2023 Q1	$1.61K	Hold	60	–	–	﹤0.01%	1173
2022 Q4	$1.87K	Hold	60	–	–	﹤0.01%	1102
2022 Q3	$1K	Hold	60	–	–	﹤0.01%	1128
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	1092
2022 Q1	$2K	Hold	60	–	–	﹤0.01%	1188
2021 Q4	$2K	Hold	60	–	–	﹤0.01%	1095
2021 Q3	$1K	Hold	60	–	–	﹤0.01%	1184
2021 Q2	$2K	Buy	60 +40	+200%	+$932	﹤0.01%	1025
2021 Q1	$0	Hold	20	–	–	﹤0.01%	1120
2020 Q4	$0	Hold	20	–	–	﹤0.01%	983
2020 Q3	$0	Buy	+20	New	+$369	﹤0.01%	888

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 40.89% 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

Clearstead Advisors's BOX Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Box (BOX) in Q2 2026: 551 shares worth $14.6K. The stake represents ﹤0.01% of the portfolio and ranks #1879 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BOX as recently as Q4 2025.

Clearstead Advisors first reported a position in BOX in Q3 2020 and has held it in 23 quarters since. The position peaked at $229K in Q2 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Clearstead Advisors held 551 shares of Box worth $14.6K as of Q2 2026.
Box was a new Clearstead Advisors position in Q2 2026.
Box made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1879 holding.
Clearstead Advisors first reported a position in Box in Q3 2020 and has held it in 23 quarters since.
Clearstead Advisors's Box position peaked at $229K in Q2 2025.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.