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Crewe Advisors’s Box BOX Stock Holding History

Crewe Advisors’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 		$9.39K Sell
397
-40
-9% -$1.01K ﹤0.01% 659
2025
Q4 		$13.1K Buy
437
+40
+10% +$1.25K ﹤0.01% 568
2025
Q3 		$12.8K Buy
+397
New +$12.9K ﹤0.01% 582

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

Crewe Advisors's BOX Position: Q1 2026 in Review

Crewe Advisors reduced its Box (BOX) stake by 9.2% in Q1 2026, selling an estimated $1.01K and leaving 397 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

Crewe Advisors first reported a position in BOX in Q3 2025 and has held it in 3 quarters since. The position peaked at $13.1K in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Crewe Advisors held 397 shares of Box worth $9.39K as of Q1 2026.
  • Crewe Advisors sold 40 Box shares in Q1 2026, an estimated $1.01K.
  • Box made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #659 holding.
  • Crewe Advisors first reported a position in Box in Q3 2025 and has held it in 3 quarters since.
  • Crewe Advisors's Box position peaked at $13.1K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.