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
2020 Q3	–	Sell	-7,000	Closed	-$5K	–	2163
2020 Q2	$5K	Buy	+7,000	New	+$123K	﹤0.01%	1908

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning's BOX Position: Q2 2026 in Review

Creative Planning increased its Box (BOX) stake by 45% in Q2 2026, buying an estimated $1.28M and bringing the position to 165,728 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Creative Planning first reported a position in BOX in Q1 2015 and has held it in 34 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Creative Planning held 165,728 shares of Box worth $4.4M as of Q2 2026.
Creative Planning bought 51,333 Box shares in Q2 2026, an estimated $1.28M.
Box made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1511 holding.
Creative Planning first reported a position in Box in Q1 2015 and has held it in 34 quarters since.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.