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 Q2	–	Sell	-397	Closed	-$9.39K	–	1146
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 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

Crewe Advisors's BOX Position: Q2 2026 in Review

Crewe Advisors sold out of Box (BOX) in Q2 2026, closing a stake of 397 shares — an estimated $9.39K sold.

Crewe Advisors first reported a position in BOX in Q3 2025 and held it in 3 quarters. The position peaked at $13.1K in Q4 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Crewe Advisors reported no remaining Box position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 397 Box shares in Q2 2026, an estimated $9.39K.
Crewe Advisors first reported a position in Box in Q3 2025 and held it in 3 quarters.
Crewe Advisors's Box position peaked at $13.1K in Q4 2025.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.