Envestnet Asset Management
BOX icon

Envestnet Asset Management’s Box BOX Stock Holding History

Envestnet Asset 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
Q1 		$5.5M Sell
232,579
-30,690
-12% -$772K ﹤0.01% 2252
2025
Q4 		$7.87M Sell
263,269
-77,149
-23% -$2.42M ﹤0.01% 1858
2025
Q3 		$11M Sell
340,418
-16,186
-5% -$524K ﹤0.01% 1713
2025
Q2 		$12.2M Sell
356,604
-3,345
-0.9% -$110K ﹤0.01% 1602
2025
Q1 		$11.1M Sell
359,949
-8,106
-2% -$263K ﹤0.01% 1594
2024
Q4 		$11.6M Sell
368,055
-3,182
-0.9% -$104K ﹤0.01% 1535
2024
Q3 		$12.2M Buy
371,237
+39,365
+12% +$1.15M ﹤0.01% 1499
2024
Q2 		$8.77M Buy
331,872
+39,366
+13% +$1.05M ﹤0.01% 1642
2024
Q1 		$8.28M Buy
292,506
+5,774
+2% +$155K ﹤0.01% 1648
2023
Q4 		$7.34M Sell
286,732
-51,903
-15% -$1.31M ﹤0.01% 1632
2023
Q3 		$8.2M Buy
338,635
+200,119
+144% +$5.72M ﹤0.01% 1498
2023
Q2 		$4.07M Sell
138,516
-193,547
-58% -$5.36M ﹤0.01% 1830
2023
Q1 		$3.49M Buy
332,063
+189,362
+133% +$5.71M ﹤0.01% 1847
2022
Q4 		$4.44M Buy
142,701
+15,491
+12% +$442K ﹤0.01% 1670
2022
Q3 		$3.1M Buy
127,210
+27,444
+28% +$755K ﹤0.01% 1818
2022
Q2 		$2.51M Buy
99,766
+13,033
+15% +$364K ﹤0.01% 1961
2022
Q1 		$2.52M Buy
86,733
+13,296
+18% +$350K ﹤0.01% 2064
2021
Q4 		$1.92M Buy
73,437
+58,089
+378% +$1.5M ﹤0.01% 2213
2021
Q3 		$363K Buy
15,348
+2,287
+18% +$56.2K ﹤0.01% 3178
2021
Q2 		$334K Buy
13,061
+1,206
+10% +$28.1K ﹤0.01% 3224
2021
Q1 		$272K Buy
+11,855
New +$231K ﹤0.01% 3191
2020
Q1 		– Sell
-20,363
Closed -$342K – 2980
2019
Q4 		$342K Buy
20,363
+8,170
+67% +$137K ﹤0.01% 2677
2019
Q3 		$202K Buy
12,193
+1,411
+13% +$22.6K ﹤0.01% 2864
2019
Q2 		$190K Buy
10,782
+328
+3% +$6.28K ﹤0.01% 2898
2019
Q1 		$202K Buy
+10,454
New +$217K ﹤0.01% 2833

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

Envestnet Asset Management's BOX Position: Q1 2026 in Review

Envestnet Asset Management reduced its Box (BOX) stake by 12% in Q1 2026, selling an estimated $772K and leaving 232,579 shares worth $5.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Envestnet Asset Management first reported a position in BOX in Q1 2019 and has held it in 25 quarters since. The position peaked at $12.2M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Envestnet Asset Management held 232,579 shares of Box worth $5.5M as of Q1 2026.
  • Envestnet Asset Management sold 30,690 Box shares in Q1 2026, an estimated $772K.
  • Box made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2252 holding.
  • Envestnet Asset Management first reported a position in Box in Q1 2019 and has held it in 25 quarters since.
  • Envestnet Asset Management's Box position peaked at $12.2M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.