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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
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 $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

Cornerstone Planning Group's BOX Position: Q1 2026 in Review

Cornerstone Planning Group increased its Box (BOX) stake by 115% in Q1 2026, buying an estimated $1.74K and bringing the position to 129 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Cornerstone Planning Group first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Cornerstone Planning Group held 129 shares of Box worth $3.25K as of Q1 2026.
  • Cornerstone Planning Group bought 69 Box shares in Q1 2026, an estimated $1.74K.
  • Box made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1198 holding.
  • Cornerstone Planning Group first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.