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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Edgestream Partners's BOX Position: Q1 2026 in Review

Edgestream Partners increased its Box (BOX) stake by 7.8% in Q1 2026, buying an estimated $294K and bringing the position to 161,154 shares worth $3.81M. The position accounts for 0.13% of the portfolio, ranked #313.

Edgestream Partners first reported a position in BOX in Q3 2023 and has held it in 7 quarters since. The position peaked at $9.1M in Q1 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Edgestream Partners held 161,154 shares of Box worth $3.81M as of Q1 2026.
  • Edgestream Partners bought 11,685 Box shares in Q1 2026, an estimated $294K.
  • Box made up 0.13% of Edgestream Partners's portfolio in Q1 2026, its #313 holding.
  • Edgestream Partners first reported a position in Box in Q3 2023 and has held it in 7 quarters since.
  • Edgestream Partners's Box position peaked at $9.1M in Q1 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.