Creative Planning’s Box BOX Stock Holding History

Creative Planning’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
2021 Q4	–	Sell	-100,000	Closed	-$203K	–	2100
2021 Q3	$203K	Hold	100,000	–	–	﹤0.01%	1856
2021 Q2	$296K	Hold	100,000	–	–	﹤0.01%	1572
2021 Q1	$294K	Buy	100,000 +64,200	+179%	+$1.25M	﹤0.01%	1805
2020 Q4	$75K	Buy	+35,800	New	+$624K	﹤0.01%	2059

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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.