C
BOX icon

Covestor’s Box BOX Stock Holding History

Covestor’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 		$14K Sell
513
-1,276
-71% -$31.8K 0.01% 1324
2026
Q1 		$43K Buy
1,789
+376
+27% +$9.46K 0.03% 790
2025
Q4 		$42K Buy
1,413
+87
+7% +$2.73K 0.02% 967
2025
Q3 		$42K Buy
1,326
+703
+113% +$22.8K 0.02% 980
2025
Q2 		$22K Sell
623
-1,519
-71% -$49.8K 0.01% 1216
2025
Q1 		$66K Buy
2,142
+493
+30% +$16K 0.04% 715
2024
Q4 		$53K Sell
1,649
-616
-27% -$20.2K 0.03% 831
2024
Q3 		$74K Sell
2,265
-1,021
-31% -$29.8K 0.05% 690
2024
Q2 		$87K Sell
3,286
-1,026
-24% -$27.3K 0.06% 581
2024
Q1 		$122K Buy
4,312
+924
+27% +$24.8K 0.08% 395
2023
Q4 		$86K Buy
3,388
+337
+11% +$8.52K 0.06% 587
2023
Q3 		$74K Sell
3,051
-986
-24% -$28.2K 0.06% 586
2023
Q2 		$119K Buy
4,037
+543
+16% +$15K 0.09% 337
2023
Q1 		$94K Sell
3,494
-1,180
-25% -$35.6K 0.08% 404
2022
Q4 		$146K Sell
4,674
-1,751
-27% -$50K 0.12% 228
2022
Q3 		$157K Buy
6,425
+354
+6% +$9.74K 0.14% 145
2022
Q2 		$153K Sell
6,071
-5
-0.1% -$140 0.12% 197
2022
Q1 		$177K Sell
6,076
-522
-8% -$13.7K 0.12% 191
2021
Q4 		$173K Buy
+6,598
New +$170K 0.24% 43

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

Covestor's BOX Position: Q2 2026 in Review

Covestor reduced its Box (BOX) stake by 71% in Q2 2026, selling an estimated $31.8K and leaving 513 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #1324.

Covestor first reported a position in BOX in Q4 2021 and has held it in 19 quarters since. The position peaked at $177K in Q1 2022. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Covestor held 513 shares of Box worth $14K as of Q2 2026.
  • Covestor sold 1,276 Box shares in Q2 2026, an estimated $31.8K.
  • Box made up 0.01% of Covestor's portfolio in Q2 2026, its #1324 holding.
  • Covestor first reported a position in Box in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Box position peaked at $177K in Q1 2022.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.