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Essential Partners’s Box BOX Stock Holding History

Essential 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 		$17.4K Buy
654
+478
+272% +$11.9K 0.01% 963
2026
Q1 		$4.16K Buy
176
+163
+1,254% +$4.1K ﹤0.01% 1664
2025
Q4 		$389 Buy
13
+6
+86% +$188 ﹤0.01% 2289
2025
Q3 		$226 Buy
+7
New +$227 ﹤0.01% 2375

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 $3.38T AUM 44.17% 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

Essential Partners's BOX Position: Q2 2026 in Review

Essential Partners increased its Box (BOX) stake by 272% in Q2 2026, buying an estimated $11.9K and bringing the position to 654 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #963.

Essential Partners first reported a position in BOX in Q3 2025 and has held it in 4 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Essential Partners held 654 shares of Box worth $17.4K as of Q2 2026.
  • Essential Partners bought 478 Box shares in Q2 2026, an estimated $11.9K.
  • Box made up 0.01% of Essential Partners's portfolio in Q2 2026, its #963 holding.
  • Essential Partners first reported a position in Box in Q3 2025 and has held it in 4 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.