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 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

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

DiNuzzo Private Wealth's BOX Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Box (BOX) position steady in Q2 2026 at 13 shares worth $346. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

DiNuzzo Private Wealth first reported a position in BOX in Q4 2023 and has held it in 11 quarters since. The position peaked at $819 in Q3 2024. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

DiNuzzo Private Wealth held 13 shares of Box worth $346 as of Q2 2026.
DiNuzzo Private Wealth left its Box share count unchanged in Q2 2026.
Box made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1180 holding.
DiNuzzo Private Wealth first reported a position in Box in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Box position peaked at $819 in Q3 2024.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.