C
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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
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 $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

Covestor's BOX Position: Q1 2026 in Review

Covestor increased its Box (BOX) stake by 27% in Q1 2026, buying an estimated $9.46K and bringing the position to 1,789 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #790.

Covestor first reported a position in BOX in Q4 2021 and has held it in 18 quarters since. The position peaked at $177K in Q1 2022. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Covestor held 1,789 shares of Box worth $43K as of Q1 2026.
  • Covestor bought 376 Box shares in Q1 2026, an estimated $9.46K.
  • Box made up 0.03% of Covestor's portfolio in Q1 2026, its #790 holding.
  • Covestor first reported a position in Box in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Box position peaked at $177K in Q1 2022.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.