Crewe Advisors’s Wallbox WBX Stock Holding History

Crewe Advisors’s Portfolio WBX Stock Details WBX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-25	Closed	-$59	–	1164
2025 Q4	$59	Hold	25	–	–	﹤0.01%	1087
2025 Q3	$112	Buy	+25	New	+$122	﹤0.01%	948
2025 Q2	–	Sell	-25	Closed	-$164	–	833
2025 Q1	$164	Hold	25	–	–	﹤0.01%	700
2024 Q4	$251	Hold	25	–	–	﹤0.01%	625
2024 Q3	$610	Hold	25	–	–	﹤0.01%	658
2024 Q2	$655	Hold	25	–	–	﹤0.01%	904
2024 Q1	$710	Buy	+25	New	+$751	﹤0.01%	900

Other funds holding WBX

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GAG

GM Advisory Group Melville, New York $2.6B AUM 18.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Crewe Advisors's WBX Position: Q1 2026 in Review

Crewe Advisors sold out of Wallbox (WBX) in Q1 2026, closing a stake of 25 shares — an estimated $59 sold.

Crewe Advisors first reported a position in WBX in Q1 2024 and held it in 7 quarters. The position peaked at $710 in Q1 2024. 14 funds tracked by Wall St. Rank hold WBX as of Q1 2026.

Crewe Advisors reported no remaining Wallbox position as of Q1 2026 after selling out during the quarter.
Crewe Advisors sold 25 Wallbox shares in Q1 2026, an estimated $59.
Crewe Advisors first reported a position in Wallbox in Q1 2024 and held it in 7 quarters.
Crewe Advisors's Wallbox position peaked at $710 in Q1 2024.
14 funds tracked by Wall St. Rank held Wallbox as of Q1 2026.

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