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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Corient IA's BOX Position: Q1 2026 in Review

Corient IA opened a new position in Box (BOX) in Q1 2026: 5,330 shares worth $126K. The stake represents 0.12% of the portfolio and ranks #246 among its holdings. This is a return to the name: Corient IA previously reported a position in BOX as recently as Q2 2025.

Corient IA first reported a position in BOX in Q2 2025 and has held it in 2 quarters since. The position peaked at $205K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Corient IA held 5,330 shares of Box worth $126K as of Q1 2026.
  • Box was a new Corient IA position in Q1 2026.
  • Box made up 0.12% of Corient IA's portfolio in Q1 2026, its #246 holding.
  • Corient IA first reported a position in Box in Q2 2025 and has held it in 2 quarters since.
  • Corient IA's Box position peaked at $205K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.