CPG
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Cornerstone Planning Group’s Box BOX Stock Holding History

Cornerstone Planning Group’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 		$1.96K Sell
69
-60
-47% -$1.5K ﹤0.01% 1334
2026
Q1 		$3.25K Buy
129
+69
+115% +$1.74K ﹤0.01% 1198
2025
Q4 		$1.59K Sell
60
-32
-35% -$1K ﹤0.01% 1239
2025
Q3 		$2.93K Buy
92
+22
+31% +$712 ﹤0.01% 1082
2025
Q2 		$2.21K Buy
70
+60
+600% +$1.97K ﹤0.01% 920
2025
Q1 		$303 Hold
10
– – ﹤0.01% 1409
2024
Q4 		$323 Hold
10
– – ﹤0.01% 1272
2024
Q3 		$321 Buy
+10
New +$292 ﹤0.01% 1182

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 $3.37T AUM 44.26% 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

Cornerstone Planning Group's BOX Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Box (BOX) stake by 47% in Q2 2026, selling an estimated $1.5K and leaving 69 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Cornerstone Planning Group first reported a position in BOX in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.25K in Q1 2026. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Cornerstone Planning Group held 69 shares of Box worth $1.96K as of Q2 2026.
  • Cornerstone Planning Group sold 60 Box shares in Q2 2026, an estimated $1.5K.
  • Box made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1334 holding.
  • Cornerstone Planning Group first reported a position in Box in Q3 2024 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Box position peaked at $3.25K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.