Creative Planning’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.7M | Buy |
114,395
+67,920
| +146% | +$1.71M | ﹤0.01% | 1670 |
|
|
2025
Q4 | $1.39M | Sell |
46,475
-13,091
| -22% | -$411K | ﹤0.01% | 2018 |
|
|
2025
Q3 | $1.92M | Buy |
59,566
+20,315
| +52% | +$658K | ﹤0.01% | 1579 |
|
|
2025
Q2 | $1.34M | Buy |
39,251
+17,950
| +84% | +$589K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $657K | Buy |
21,301
+5,812
| +38% | +$188K | ﹤0.01% | 2058 |
|
|
2024
Q4 | $489K | Sell |
15,489
-254
| -2% | -$8.33K | ﹤0.01% | 2244 |
|
|
2024
Q3 | $515K | Buy |
15,743
+631
| +4% | +$18.4K | ﹤0.01% | 2082 |
|
|
2024
Q2 | $400K | Buy |
15,112
+860
| +6% | +$22.9K | ﹤0.01% | 2127 |
|
|
2024
Q1 | $404K | Buy |
+14,252
| New | +$383K | ﹤0.01% | 2017 |
|
|
2023
Q1 | – | Sell |
-7,821
| Closed | -$243K | – | 2665 |
|
|
2022
Q4 | $243K | Buy |
+7,821
| New | +$223K | ﹤0.01% | 1879 |
|
|
2022
Q2 | – | Sell |
-7,200
| Closed | -$209K | – | 2310 |
|
|
2022
Q1 | $209K | Buy |
+7,200
| New | +$189K | ﹤0.01% | 1868 |
|
|
2021
Q4 | – | Sell |
-3,311
| Closed | -$78K | – | 2101 |
|
|
2021
Q3 | $78K | Buy |
3,311
+31
| +0.9% | +$761 | ﹤0.01% | 1967 |
|
|
2021
Q2 | $84K | Sell |
3,280
-11,592
| -78% | -$270K | ﹤0.01% | 1889 |
|
|
2021
Q1 | $341K | Buy |
14,872
+5,948
| +67% | +$116K | ﹤0.01% | 1708 |
|
|
2020
Q4 | $161K | Sell |
8,924
-6,031
| -40% | -$105K | ﹤0.01% | 1955 |
|
|
2020
Q3 | $260K | Buy |
14,955
+3,723
| +33% | +$68.7K | ﹤0.01% | 1515 |
|
|
2020
Q2 | $233K | Buy |
+11,232
| New | +$197K | ﹤0.01% | 1447 |
|
|
2019
Q3 | – | Sell |
-11,064
| Closed | -$195K | – | 2005 |
|
|
2019
Q2 | $195K | Sell |
11,064
-5,508
| -33% | -$105K | ﹤0.01% | 1623 |
|
|
2019
Q1 | $320K | Buy |
16,572
+4,950
| +43% | +$103K | ﹤0.01% | 1296 |
|
|
2018
Q4 | $196K | Sell |
11,622
-7,584
| -39% | -$140K | ﹤0.01% | 1501 |
|
|
2018
Q3 | $459K | Buy |
19,206
+9,901
| +106% | +$249K | ﹤0.01% | 1126 |
|
|
2018
Q2 | $233K | Buy |
+9,305
| New | +$231K | ﹤0.01% | 1536 |
|
|
2017
Q4 | – | Sell |
-40,880
| Closed | -$790K | – | 1911 |
|
|
2017
Q3 | $790K | Sell |
40,880
-700
| -2% | -$13.2K | ﹤0.01% | 822 |
|
|
2017
Q2 | $758K | Sell |
41,580
-100
| -0.2% | -$1.8K | ﹤0.01% | 819 |
|
|
2017
Q1 | $680K | Buy |
41,680
+180
| +0.4% | +$3.04K | ﹤0.01% | 827 |
|
|
2016
Q4 | $575K | Sell |
41,500
-3,561
| -8% | -$52.7K | ﹤0.01% | 866 |
|
|
2016
Q3 | $710K | Buy |
45,061
+1,020
| +2% | +$12.9K | ﹤0.01% | 737 |
|
|
2016
Q2 | $455K | Sell |
44,041
-2,900
| -6% | -$34.7K | ﹤0.01% | 821 |
|
|
2016
Q1 | $575K | Sell |
46,941
-7,375
| -14% | -$83.7K | ﹤0.01% | 698 |
|
|
2015
Q4 | $758K | Buy |
54,316
+5,975
| +12% | +$78.4K | 0.01% | 594 |
|
|
2015
Q3 | $608K | Buy |
48,341
+29,800
| +161% | +$444K | 0.01% | 663 |
|
|
2015
Q2 | $346K | Buy |
18,541
+1,791
| +11% | +$31.4K | ﹤0.01% | 759 |
|
|
2015
Q1 | $331K | Buy |
+16,750
| New | +$315K | ﹤0.01% | 946 |
|
Other funds holding BOX
VPM
VCM
Creative Planning's BOX Position: Q1 2026 in Review
Creative Planning increased its Box (BOX) stake by 146% in Q1 2026, buying an estimated $1.71M and bringing the position to 114,395 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1670.
Creative Planning first reported a position in BOX in Q1 2015 and has held it in 33 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.
- Creative Planning held 114,395 shares of Box worth $2.7M as of Q1 2026.
- Creative Planning bought 67,920 Box shares in Q1 2026, an estimated $1.71M.
- Box made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1670 holding.
- Creative Planning first reported a position in Box in Q1 2015 and has held it in 33 quarters since.
- 398 funds tracked by Wall St. Rank held Box as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.