Corient Private Wealth’s Box BOX Stock Holding History

Corient Private Wealth’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	$380K	Buy	16,185 +6,660	+70%	+$168K	﹤0.01%	2183
2025 Q4	$285K	Sell	9,525 -1,207	-11%	-$37.9K	﹤0.01%	2508
2025 Q3	$346K	Buy	+10,732	New	+$347K	﹤0.01%	2032
2025 Q1	–	Sell	-11,075	Closed	-$350K	–	2308
2024 Q4	$350K	Sell	11,075 -6,446	-37%	-$211K	﹤0.01%	1808
2024 Q3	$573K	Buy	17,521 +6,317	+56%	+$184K	﹤0.01%	1662
2024 Q2	$296K	Sell	11,204 -832	-7%	-$22.2K	﹤0.01%	1926
2024 Q1	$341K	Buy	12,036 +3,380	+39%	+$90.8K	﹤0.01%	1826
2023 Q4	$222K	Buy	+8,656	New	+$219K	﹤0.01%	2018
2023 Q2	–	Sell	-8,625	Closed	-$231K	–	2083
2023 Q1	$231K	Buy	8,625 +125	+1%	+$3.77K	﹤0.01%	1731
2022 Q4	$265K	Buy	+8,500	New	+$243K	﹤0.01%	1381

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Corient Private Wealth's BOX Position: Q1 2026 in Review

Corient Private Wealth increased its Box (BOX) stake by 70% in Q1 2026, buying an estimated $168K and bringing the position to 16,185 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Corient Private Wealth first reported a position in BOX in Q4 2022 and has held it in 10 quarters since. The position peaked at $573K in Q3 2024. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Corient Private Wealth held 16,185 shares of Box worth $380K as of Q1 2026.
Corient Private Wealth bought 6,660 Box shares in Q1 2026, an estimated $168K.
Box made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2183 holding.
Corient Private Wealth first reported a position in Box in Q4 2022 and has held it in 10 quarters since.
Corient Private Wealth's Box position peaked at $573K in Q3 2024.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.