Exchange Traded Concepts’s Box BOX Stock Holding History

Exchange Traded Concepts’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	$2M	Buy	84,697 +22,237	+36%	+$560K	0.01%	613
2025 Q4	$1.87M	Buy	62,460 +1,025	+2%	+$32.2K	0.01%	608
2025 Q3	$1.98M	Buy	61,435 +2,899	+5%	+$93.9K	0.02%	574
2025 Q2	$2M	Buy	58,536 +2,401	+4%	+$78.7K	0.02%	484
2025 Q1	$1.73M	Buy	56,135 +1,441	+3%	+$46.7K	0.03%	420
2024 Q4	$1.73M	Buy	54,694 +2,407	+5%	+$78.9K	0.03%	421
2024 Q3	$1.71M	Buy	+52,287	New	+$1.53M	0.04%	379
2024 Q1	–	Sell	-319	Closed	-$8.17K	–	1266
2023 Q4	$8.17K	Buy	+319	New	+$8.07K	﹤0.01%	1102
2023 Q3	–	Sell	-1,677	Closed	-$49.3K	–	1336
2023 Q2	$49.3K	Sell	1,677 -33	-2%	-$914	﹤0.01%	1059
2023 Q1	$45.8K	Buy	+1,710	New	+$51.5K	﹤0.01%	890
2020 Q4	–	Sell	-70	Closed	-$1K	–	1011
2020 Q3	$1K	Buy	+70	New	+$1.29K	﹤0.01%	862

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Exchange Traded Concepts's BOX Position: Q1 2026 in Review

Exchange Traded Concepts increased its Box (BOX) stake by 36% in Q1 2026, buying an estimated $560K and bringing the position to 84,697 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #613.

Exchange Traded Concepts first reported a position in BOX in Q3 2020 and has held it in 11 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Exchange Traded Concepts held 84,697 shares of Box worth $2M as of Q1 2026.
Exchange Traded Concepts bought 22,237 Box shares in Q1 2026, an estimated $560K.
Box made up 0.01% of Exchange Traded Concepts's portfolio in Q1 2026, its #613 holding.
Exchange Traded Concepts first reported a position in Box in Q3 2020 and has held it in 11 quarters since.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Exchange Traded Concepts's 13F filing for Q1 2026, filed 15 Apr 2026.