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 Q2	$580K	Buy	21,836 +5,651	+35%	+$141K	﹤0.01%	2123
2026 Q1	$380K	Buy	+16,185	New	+$407K	﹤0.01%	2183
2025 Q4	–	Sell	-10,732	Closed	-$346K	–	2662
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corient Private Wealth's BOX Position: Q2 2026 in Review

Corient Private Wealth increased its Box (BOX) stake by 35% in Q2 2026, buying an estimated $141K and bringing the position to 21,836 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Corient Private Wealth first reported a position in BOX in Q4 2022 and has held it in 10 quarters since. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Corient Private Wealth held 21,836 shares of Box worth $580K as of Q2 2026.
Corient Private Wealth bought 5,651 Box shares in Q2 2026, an estimated $141K.
Box made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2123 holding.
Corient Private Wealth first reported a position in Box in Q4 2022 and has held it in 10 quarters since.
396 funds tracked by Wall St. Rank held Box as of Q2 2026.

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