Coldstream Capital Management’s Box BOX Stock Holding History

Coldstream Capital Management’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	$465K	Buy	17,522 +710	+4%	+$17.7K	0.01%	769
2026 Q1	$397K	Buy	+16,812	New	+$423K	﹤0.01%	824
2025 Q3	–	Sell	-14,756	Closed	-$504K	–	1220
2025 Q2	$504K	Buy	14,756 +201	+1%	+$6.59K	0.01%	652
2025 Q1	$449K	Buy	14,555 +9	+0.1%	+$292	0.01%	659
2024 Q4	$460K	Hold	14,546	–	–	0.01%	642
2024 Q3	$476K	Buy	14,546 +1,690	+13%	+$49.3K	0.01%	627
2024 Q2	$340K	Sell	12,856 -15	-0.1%	-$400	0.01%	713
2024 Q1	$365K	Buy	12,871 +21	+0.2%	+$564	0.01%	680
2023 Q4	$329K	Sell	12,850 -25	-0.2%	-$632	0.01%	667
2023 Q3	$312K	Sell	12,875 -1,591	-11%	-$45.5K	0.01%	585
2023 Q2	$425K	Hold	14,466	–	–	0.01%	500
2023 Q1	$388K	Sell	14,466 -1,939	-12%	-$58.4K	0.01%	532
2022 Q4	$511K	Buy	+16,405	New	+$468K	0.02%	422
2022 Q2	$330K	Sell	13,142 -1,466	-10%	-$41K	0.01%	528
2022 Q1	$425K	Sell	14,608 -1,700	-10%	-$44.7K	0.01%	441
2021 Q4	$427K	Buy	+16,308	New	+$420K	0.01%	474

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

Coldstream Capital Management's BOX Position: Q2 2026 in Review

Coldstream Capital Management increased its Box (BOX) stake by 4.2% in Q2 2026, buying an estimated $17.7K and bringing the position to 17,522 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #769.

Coldstream Capital Management first reported a position in BOX in Q4 2021 and has held it in 16 quarters since. The position peaked at $511K in Q4 2022. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Coldstream Capital Management held 17,522 shares of Box worth $465K as of Q2 2026.
Coldstream Capital Management bought 710 Box shares in Q2 2026, an estimated $17.7K.
Box made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #769 holding.
Coldstream Capital Management first reported a position in Box in Q4 2021 and has held it in 16 quarters since.
Coldstream Capital Management's Box position peaked at $511K in Q4 2022.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.