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Edgestream Partners’s Box BOX Stock Holding History

Edgestream 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 		– Sell
-161,154
Closed -$3.81M – 973
2026
Q1 		$3.81M Buy
161,154
+11,685
+8% +$294K 0.13% 313
2025
Q4 		$4.47M Sell
149,469
-82,594
-36% -$2.59M 0.13% 287
2025
Q3 		$7.49M Buy
+232,063
New +$7.51M 0.22% 134
2025
Q2 		– Sell
-294,887
Closed -$9.1M – 855
2025
Q1 		$9.1M Buy
294,887
+210,350
+249% +$6.81M 0.31% 52
2024
Q4 		$2.67M Buy
+84,537
New +$2.77M 0.11% 329
2024
Q2 		– Sell
-14,085
Closed -$399K – 860
2024
Q1 		$399K Buy
+14,085
New +$378K 0.02% 680
2023
Q4 		– Sell
-84,291
Closed -$2.04M – 843
2023
Q3 		$2.04M Buy
+84,291
New +$2.41M 0.16% 184

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Edgestream Partners's BOX Position: Q2 2026 in Review

Edgestream Partners sold out of Box (BOX) in Q2 2026, closing a stake of 161,154 shares — an estimated $3.81M sold.

Edgestream Partners first reported a position in BOX in Q3 2023 and held it in 7 quarters. The position peaked at $9.1M in Q1 2025. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Edgestream Partners reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 161,154 Box shares in Q2 2026, an estimated $3.81M.
  • Edgestream Partners first reported a position in Box in Q3 2023 and held it in 7 quarters.
  • Edgestream Partners's Box position peaked at $9.1M in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.