Empirical Wealth Management’s Box BOX Stock Holding History

Empirical Wealth Management’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	$1.13M	Buy	42,703 +593	+1%	+$14.8K	0.02%	371
2026 Q1	$995K	Buy	42,110 +345	+0.8%	+$8.68K	0.02%	360
2025 Q4	$1.25M	Buy	41,765 +585	+1%	+$18.4K	0.02%	304
2025 Q3	$1.33M	Buy	41,180 +469	+1%	+$15.2K	0.03%	289
2025 Q2	$1.39M	Buy	40,711 +461	+1%	+$15.1K	0.03%	272
2025 Q1	$1.24M	Buy	40,250 +482	+1%	+$15.6K	0.03%	270
2024 Q4	$1.26M	Buy	39,768 +522	+1%	+$17.1K	0.03%	255
2024 Q3	$1.28M	Buy	39,246 +523	+1%	+$15.3K	0.04%	242
2024 Q2	$1.02M	Buy	38,723 +480	+1%	+$12.8K	0.03%	260
2024 Q1	$1.08M	Buy	38,243 +370	+1%	+$9.94K	0.03%	252
2023 Q4	$970K	Buy	37,873 +6,363	+20%	+$161K	0.03%	242
2023 Q3	$763K	Buy	31,510 +408	+1%	+$11.7K	0.03%	254
2023 Q2	$914K	Buy	31,102 +370	+1%	+$10.2K	0.04%	234
2023 Q1	$823K	Buy	30,732 +148	+0.5%	+$4.46K	0.04%	249
2022 Q4	$952K	Buy	30,584 +2,213	+8%	+$63.1K	0.04%	216
2022 Q3	$692K	Buy	28,371 +163	+0.6%	+$4.48K	0.04%	244
2022 Q2	$709K	Buy	28,208 +147	+0.5%	+$4.11K	0.04%	246
2022 Q1	$815K	Hold	28,061	–	–	0.04%	245
2021 Q4	$735K	Buy	28,061 +2,566	+10%	+$66.1K	0.04%	271
2021 Q3	$603K	Buy	25,495 +408	+2%	+$10K	0.03%	261
2021 Q2	$641K	Hold	25,087	–	–	0.04%	250
2021 Q1	$576K	Sell	25,087 -846	-3%	-$16.5K	0.05%	231
2020 Q4	$468K	Buy	25,933 +408	+2%	+$7.11K	0.04%	255
2020 Q3	$443K	Buy	25,525 +408	+2%	+$7.53K	0.04%	229
2020 Q2	$521K	Buy	25,117 +341	+1%	+$5.99K	0.05%	206
2020 Q1	$348K	Buy	+24,776	New	+$369K	0.04%	231

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Empirical Wealth Management's BOX Position: Q2 2026 in Review

Empirical Wealth Management increased its Box (BOX) stake by 1.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 42,703 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #371.

Empirical Wealth Management first reported a position in BOX in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.39M in Q2 2025. 218 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Empirical Wealth Management held 42,703 shares of Box worth $1.13M as of Q2 2026.
Empirical Wealth Management bought 593 Box shares in Q2 2026, an estimated $14.8K.
Box made up 0.02% of Empirical Wealth Management's portfolio in Q2 2026, its #371 holding.
Empirical Wealth Management first reported a position in Box in Q1 2020 and has held it in 26 quarters since.
Empirical Wealth Management's Box position peaked at $1.39M in Q2 2025.
218 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.