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Concurrent Investment Advisors’s Box BOX Stock Holding History

Concurrent 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
Q2 		$450K Buy
16,954
+3,166
+23% +$79K ﹤0.01% 1464
2026
Q1 		$326K Buy
13,788
+3,811
+38% +$95.9K ﹤0.01% 1444
2025
Q4 		$298K Buy
9,977
+2,985
+43% +$93.6K ﹤0.01% 1414
2025
Q3 		$226K Buy
+6,992
New +$226K ﹤0.01% 1288

Other funds holding BOX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Concurrent Investment Advisors's BOX Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Box (BOX) stake by 23% in Q2 2026, buying an estimated $79K and bringing the position to 16,954 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Concurrent Investment Advisors first reported a position in BOX in Q3 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Concurrent Investment Advisors held 16,954 shares of Box worth $450K as of Q2 2026.
  • Concurrent Investment Advisors bought 3,166 Box shares in Q2 2026, an estimated $79K.
  • Box made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1464 holding.
  • Concurrent Investment Advisors first reported a position in Box in Q3 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.