DiNuzzo Private Wealth
BOX icon

DiNuzzo Private Wealth’s Box BOX Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$536 Buy
16
+3
+23% +$97 ﹤0.01% 1075
2026
Q2 		$346 Hold
13
– – ﹤0.01% 1180
2026
Q1 		$308 Sell
13
-7
-35% -$176 ﹤0.01% 1187
2025
Q4 		$599 Hold
20
– – ﹤0.01% 1025
2025
Q3 		$653 Sell
20
-2
-9% -$65 ﹤0.01% 1015
2025
Q2 		$752 Buy
22
+3
+16% +$98 ﹤0.01% 942
2025
Q1 		$587 Hold
19
– – ﹤0.01% 992
2024
Q4 		$601 Sell
19
-6
-24% -$197 ﹤0.01% 1021
2024
Q3 		$819 Buy
25
+8
+47% +$233 ﹤0.01% 935
2024
Q2 		$450 Sell
17
-3
-15% -$80 ﹤0.01% 1064
2024
Q1 		$567 Buy
20
+4
+25% +$107 ﹤0.01% 934
2023
Q4 		$410 Buy
+16
New +$405 ﹤0.01% 1043

Other funds holding BOX

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

DiNuzzo Private Wealth's BOX Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Box (BOX) stake by 23% in Q3 2026, buying an estimated $97 and bringing the position to 16 shares worth $536. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

DiNuzzo Private Wealth first reported a position in BOX in Q4 2023 and has held it in 12 quarters since. The position peaked at $819 in Q3 2024. 98 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • DiNuzzo Private Wealth held 16 shares of Box worth $536 as of Q3 2026.
  • DiNuzzo Private Wealth bought 3 Box shares in Q3 2026, an estimated $97.
  • Box made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1075 holding.
  • DiNuzzo Private Wealth first reported a position in Box in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Box position peaked at $819 in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.