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EverSource Wealth Advisors’s Box BOX Stock Holding History

EverSource Wealth Advisors’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 		$221K Buy
8,319
+2,169
+35% +$54.1K 0.01% 958
2026
Q1 		$145K Buy
6,150
+2,292
+59% +$57.7K ﹤0.01% 1227
2025
Q4 		$115K Buy
3,858
+352
+10% +$11K ﹤0.01% 1241
2025
Q3 		$113K Buy
3,506
+1,243
+55% +$40.2K ﹤0.01% 1211
2025
Q2 		$77.3K Buy
2,263
+2,155
+1,995% +$70.7K ﹤0.01% 1347
2025
Q1 		$3.33K Sell
108
-29
-21% -$939 ﹤0.01% 2686
2024
Q4 		$4.33K Buy
137
+56
+69% +$1.84K ﹤0.01% 2418
2024
Q3 		$2.65K Buy
81
+18
+29% +$525 ﹤0.01% 2446
2024
Q2 		$1.77K Buy
63
+19
+43% +$506 ﹤0.01% 2586
2024
Q1 		$1.14K Buy
44
+3
+7% +$81 ﹤0.01% 2541
2023
Q4 		$1.05K Buy
41
+23
+128% +$582 ﹤0.01% 2388
2023
Q3 		$436 Hold
18
– – ﹤0.01% 2404
2023
Q2 		$529 Hold
18
– – ﹤0.01% 2346
2023
Q1 		$482 Buy
+18
New +$542 ﹤0.01% 2233
2022
Q4 		– Sell
-403
Closed -$10K – 2317
2022
Q3 		$10K Buy
+403
New +$11.1K ﹤0.01% 1127

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 40.91% 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

EverSource Wealth Advisors's BOX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Box (BOX) stake by 35% in Q2 2026, buying an estimated $54.1K and bringing the position to 8,319 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #958.

EverSource Wealth Advisors first reported a position in BOX in Q3 2022 and has held it in 15 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • EverSource Wealth Advisors held 8,319 shares of Box worth $221K as of Q2 2026.
  • EverSource Wealth Advisors bought 2,169 Box shares in Q2 2026, an estimated $54.1K.
  • Box made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #958 holding.
  • EverSource Wealth Advisors first reported a position in Box in Q3 2022 and has held it in 15 quarters since.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.