Diversified Trust’s Box BOX Stock Holding History

Diversified Trust’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	$418K	Buy	15,743 +65	+0.4%	+$1.62K	0.01%	816
2026 Q1	$371K	Buy	15,678 +1,804	+13%	+$45.4K	0.01%	778
2025 Q4	$415K	Buy	13,874 +914	+7%	+$28.7K	0.01%	721
2025 Q3	$418K	Buy	+12,960	New	+$420K	0.01%	704
2024 Q4	–	Sell	-13,205	Closed	-$432K	–	934
2024 Q3	$432K	Sell	13,205 -13,775	-51%	-$402K	0.01%	632
2024 Q2	$713K	Buy	26,980 +768	+3%	+$20.5K	0.02%	437
2024 Q1	$742K	Sell	26,212 -17,079	-39%	-$459K	0.02%	409
2023 Q4	$1.11M	Buy	43,291 +10,212	+31%	+$258K	0.04%	267
2023 Q3	$801K	Sell	33,079 -4,257	-11%	-$122K	0.03%	320
2023 Q2	$1.1M	Buy	37,336 +26,500	+245%	+$734K	0.04%	252
2023 Q1	$290K	Buy	10,836 +2,089	+24%	+$62.9K	0.01%	633
2022 Q4	$272K	Hold	8,747	–	–	0.01%	616
2022 Q3	$213K	Hold	8,747	–	–	0.01%	673
2022 Q2	$220K	Sell	8,747 -4,384	-33%	-$122K	0.01%	654
2022 Q1	$382K	Sell	13,131 -19,492	-60%	-$513K	0.01%	536
2021 Q4	$854K	Buy	32,623 +2,427	+8%	+$62.5K	0.03%	299
2021 Q3	$715K	Buy	30,196 +4,293	+17%	+$105K	0.03%	299
2021 Q2	$662K	Sell	25,903 -893	-3%	-$20.8K	0.02%	317
2021 Q1	$615K	Sell	26,796 -5,253	-16%	-$102K	0.02%	315
2020 Q4	$578K	Buy	32,049 +12,398	+63%	+$216K	0.02%	304
2020 Q3	$341K	Sell	19,651 -464	-2%	-$8.56K	0.02%	398
2020 Q2	$418K	Buy	+20,115	New	+$353K	0.02%	295

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

Diversified Trust's BOX Position: Q2 2026 in Review

Diversified Trust increased its Box (BOX) stake by 0.41% in Q2 2026, buying an estimated $1.62K and bringing the position to 15,743 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #816.

Diversified Trust first reported a position in BOX in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2023. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Diversified Trust held 15,743 shares of Box worth $418K as of Q2 2026.
Diversified Trust bought 65 Box shares in Q2 2026, an estimated $1.62K.
Box made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #816 holding.
Diversified Trust first reported a position in Box in Q2 2020 and has held it in 22 quarters since.
Diversified Trust's Box position peaked at $1.11M in Q4 2023.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.