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Corient IA’s Box BOX Stock Holding History

Corient IA’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 		$106K Sell
4,000
-1,330
-25% -$33.2K 0.1% 220
2026
Q1 		$126K Buy
+5,330
New +$134K 0.12% 246
2025
Q3 		– Sell
-6,000
Closed -$205K – 243
2025
Q2 		$205K Buy
+6,000
New +$197K 0.12% 288

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient IA's BOX Position: Q2 2026 in Review

Corient IA reduced its Box (BOX) stake by 25% in Q2 2026, selling an estimated $33.2K and leaving 4,000 shares worth $106K. The position accounts for 0.1% of the portfolio, ranked #220.

Corient IA first reported a position in BOX in Q2 2025 and has held it in 3 quarters since. The position peaked at $205K in Q2 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Corient IA held 4,000 shares of Box worth $106K as of Q2 2026.
  • Corient IA sold 1,330 Box shares in Q2 2026, an estimated $33.2K.
  • Box made up 0.1% of Corient IA's portfolio in Q2 2026, its #220 holding.
  • Corient IA first reported a position in Box in Q2 2025 and has held it in 3 quarters since.
  • Corient IA's Box position peaked at $205K in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Corient IA's 13F filing for Q2 2026, filed 12 Aug 2026.