CWP
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Curated Wealth Partners’s Box BOX Stock Holding History

Curated Wealth Partners’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 		$84.6K Buy
+35,579
New +$888K 0.01% 622

Other funds holding BOX

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Curated Wealth Partners's BOX Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Box (BOX) in Q2 2026: 35,579 shares worth $84.6K. The stake represents 0.01% of the portfolio and ranks #622 among its holdings.

97 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Curated Wealth Partners held 35,579 shares of Box worth $84.6K as of Q2 2026.
  • Box was a new Curated Wealth Partners position in Q2 2026.
  • Box made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #622 holding.
  • 97 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.