CoreCap Advisors’s Box BOX Stock Holding History

CoreCap 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	$982	Buy	37 +32	+640%	+$799	﹤0.01%	2703
2026 Q1	$118	Hold	5	–	–	﹤0.01%	2824
2025 Q4	$150	Hold	5	–	–	﹤0.01%	2840
2025 Q3	$161	Hold	5	–	–	﹤0.01%	2691
2025 Q2	$171	Hold	5	–	–	﹤0.01%	2637
2025 Q1	$154	Buy	+5	New	+$162	﹤0.01%	3024
2024 Q4	–	Sell	-500	Closed	-$16.4K	–	2872
2024 Q3	$16.4K	Hold	500	–	–	﹤0.01%	1626
2024 Q2	$13.2K	Hold	500	–	–	﹤0.01%	1004
2024 Q1	$14.2K	Buy	+500	New	+$13.4K	﹤0.01%	1624
2022 Q4	$17.4K	Buy	+560	New	+$16K	﹤0.01%	1347
2022 Q3	–	Sell	-60	Closed	-$2K	–	723
2022 Q2	$2K	Buy	+60	New	+$1.68K	﹤0.01%	1838
2022 Q1	–	Sell	-60	Closed	-$2K	–	735
2021 Q4	$2K	Buy	+60	New	+$1.55K	﹤0.01%	1929

Other funds holding BOX

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

CoreCap Advisors's BOX Position: Q2 2026 in Review

CoreCap Advisors increased its Box (BOX) stake by 640% in Q2 2026, buying an estimated $799 and bringing the position to 37 shares worth $982. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

CoreCap Advisors first reported a position in BOX in Q4 2021 and has held it in 12 quarters since. The position peaked at $17.4K in Q4 2022. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

CoreCap Advisors held 37 shares of Box worth $982 as of Q2 2026.
CoreCap Advisors bought 32 Box shares in Q2 2026, an estimated $799.
Box made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2703 holding.
CoreCap Advisors first reported a position in Box in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's Box position peaked at $17.4K in Q4 2022.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.