Crossmark Global Holdings’s Box BOX Stock Holding History

Crossmark Global Holdings’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	$240K	Hold	9,035	–	–	﹤0.01%	1162
2026 Q1	$214K	Hold	9,035	–	–	﹤0.01%	1175
2025 Q4	$270K	Hold	9,035	–	–	﹤0.01%	1070
2025 Q3	$292K	Hold	9,035	–	–	﹤0.01%	1110
2025 Q2	$309K	Buy	9,035 +219	+2%	+$7.18K	0.01%	1084
2025 Q1	$272K	Sell	8,816 -100	-1%	-$3.24K	﹤0.01%	1132
2024 Q4	$282K	Sell	8,916 -10	-0.1%	-$328	0.01%	1065
2024 Q3	$293K	Sell	8,926 -1	-0%	-$29	0.01%	1085
2024 Q2	$236K	Sell	8,927 -31	-0.3%	-$826	﹤0.01%	1163
2024 Q1	$253K	Buy	+8,958	New	+$241K	﹤0.01%	1170
2023 Q4	–	Sell	-19,331	Closed	-$495K	–	1299
2023 Q3	$495K	Buy	19,331 +476	+3%	+$13.6K	0.01%	824
2023 Q2	$584K	Sell	18,855 -1,337	-7%	-$37K	0.01%	786
2023 Q1	$541K	Buy	20,192 +14	+0.1%	+$422	0.01%	788
2022 Q4	$628K	Buy	20,178 +1,670	+9%	+$47.6K	0.02%	698
2022 Q3	$451K	Sell	18,508 -497	-3%	-$13.7K	0.01%	810
2022 Q2	$478K	Buy	19,005 +1,800	+10%	+$50.3K	0.01%	826
2022 Q1	$500K	Buy	17,205 +1,920	+13%	+$50.5K	0.01%	900
2021 Q4	$400K	Buy	+15,285	New	+$394K	0.01%	1003

Other funds holding BOX

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Crossmark Global Holdings's BOX Position: Q2 2026 in Review

Crossmark Global Holdings held its Box (BOX) position steady in Q2 2026 at 9,035 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Crossmark Global Holdings first reported a position in BOX in Q4 2021 and has held it in 18 quarters since. The position peaked at $628K in Q4 2022. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Crossmark Global Holdings held 9,035 shares of Box worth $240K as of Q2 2026.
Crossmark Global Holdings left its Box share count unchanged in Q2 2026.
Box made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1162 holding.
Crossmark Global Holdings first reported a position in Box in Q4 2021 and has held it in 18 quarters since.
Crossmark Global Holdings's Box position peaked at $628K in Q4 2022.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.