First Trust Advisors’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.1M | Sell |
1,104,397
-60,928
| -5% | -$1.53M | 0.02% | 806 |
|
|
2025
Q4 | $34.9M | Sell |
1,165,325
-108,221
| -8% | -$3.39M | 0.03% | 725 |
|
|
2025
Q3 | $41.1M | Buy |
1,273,546
+74,758
| +6% | +$2.42M | 0.03% | 651 |
|
|
2025
Q2 | $41M | Sell |
1,198,788
-177,928
| -13% | -$5.83M | 0.03% | 639 |
|
|
2025
Q1 | $42.5M | Buy |
1,376,716
+10,709
| +0.8% | +$347K | 0.04% | 611 |
|
|
2024
Q4 | $43.2M | Buy |
1,366,007
+210,002
| +18% | +$6.89M | 0.04% | 592 |
|
|
2024
Q3 | $37.8M | Sell |
1,156,005
-315,840
| -21% | -$9.22M | 0.04% | 597 |
|
|
2024
Q2 | $38.9M | Sell |
1,471,845
-1,226,753
| -45% | -$32.7M | 0.04% | 567 |
|
|
2024
Q1 | $76.4M | Sell |
2,698,598
-34,050
| -1% | -$914K | 0.08% | 298 |
|
|
2023
Q4 | $70M | Sell |
2,732,648
-253,166
| -8% | -$6.4M | 0.08% | 333 |
|
|
2023
Q3 | $72.3M | Buy |
2,985,814
+397,487
| +15% | +$11.4M | 0.09% | 305 |
|
|
2023
Q2 | $76M | Buy |
2,588,327
+440,515
| +21% | +$12.2M | 0.09% | 320 |
|
|
2023
Q1 | $57.5M | Sell |
2,147,812
-104,509
| -5% | -$3.15M | 0.07% | 410 |
|
|
2022
Q4 | $70.1M | Sell |
2,252,321
-412,084
| -15% | -$11.8M | 0.08% | 374 |
|
|
2022
Q3 | $65M | Sell |
2,664,405
-179,249
| -6% | -$4.93M | 0.08% | 352 |
|
|
2022
Q2 | $71.5M | Sell |
2,843,654
-787,952
| -22% | -$22M | 0.09% | 333 |
|
|
2022
Q1 | $106M | Sell |
3,631,606
-973,694
| -21% | -$25.6M | 0.11% | 235 |
|
|
2021
Q4 | $121M | Sell |
4,605,300
-239,328
| -5% | -$6.17M | 0.12% | 206 |
|
|
2021
Q3 | $115M | Sell |
4,844,628
-54,146
| -1% | -$1.33M | 0.12% | 214 |
|
|
2021
Q2 | $125M | Sell |
4,898,774
-706,521
| -13% | -$16.5M | 0.14% | 195 |
|
|
2021
Q1 | $129M | Sell |
5,605,295
-1,100,393
| -16% | -$21.4M | 0.16% | 168 |
|
|
2020
Q4 | $121M | Buy |
6,705,688
+314,436
| +5% | +$5.48M | 0.16% | 159 |
|
|
2020
Q3 | $111M | Buy |
6,391,252
+245,351
| +4% | +$4.53M | 0.18% | 138 |
|
|
2020
Q2 | $128M | Sell |
6,145,901
-1,063,413
| -15% | -$18.7M | 0.22% | 105 |
|
|
2020
Q1 | $101M | Buy |
7,209,314
+1,390,223
| +24% | +$20.7M | 0.23% | 89 |
|
|
2019
Q4 | $97.6M | Sell |
5,819,091
-339,324
| -6% | -$5.69M | 0.17% | 130 |
|
|
2019
Q3 | $102M | Sell |
6,158,415
-353,692
| -5% | -$5.68M | 0.19% | 108 |
|
|
2019
Q2 | $115M | Buy |
6,512,107
+1,484,080
| +30% | +$28.4M | 0.22% | 96 |
|
|
2019
Q1 | $97.1M | Buy |
5,028,027
+156,340
| +3% | +$3.24M | 0.19% | 123 |
|
|
2018
Q4 | $82.2M | Sell |
4,871,687
-656,310
| -12% | -$12.1M | 0.2% | 113 |
|
|
2018
Q3 | $132M | Buy |
5,527,997
+1,103,627
| +25% | +$27.8M | 0.25% | 74 |
|
|
2018
Q2 | $111M | Sell |
4,424,370
-122,084
| -3% | -$3.03M | 0.23% | 80 |
|
|
2018
Q1 | $93.4M | Buy |
4,546,454
+695,065
| +18% | +$15M | 0.21% | 89 |
|
|
2017
Q4 | $81.3M | Buy |
3,851,389
+99,309
| +3% | +$2.09M | 0.19% | 94 |
|
|
2017
Q3 | $72.5M | Buy |
3,752,080
+892,742
| +31% | +$16.8M | 0.19% | 116 |
|
|
2017
Q2 | $52.2M | Buy |
2,859,338
+697,214
| +32% | +$12.6M | 0.14% | 161 |
|
|
2017
Q1 | $35.3M | Sell |
2,162,124
-39,028
| -2% | -$660K | 0.1% | 248 |
|
|
2016
Q4 | $30.5M | Buy |
2,201,152
+200,124
| +10% | +$2.96M | 0.09% | 273 |
|
|
2016
Q3 | $31.5M | Buy |
+2,001,028
| New | +$25.3M | 0.09% | 255 |
|
Other funds holding BOX
VPM
VCM
First Trust Advisors's BOX Position: Q1 2026 in Review
First Trust Advisors reduced its Box (BOX) stake by 5.2% in Q1 2026, selling an estimated $1.53M and leaving 1,104,397 shares worth $26.1M. The position accounts for 0.02% of the portfolio, ranked #806.
First Trust Advisors first reported a position in BOX in Q3 2016 and has held it in 39 quarters since. The position peaked at $132M in Q3 2018. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.
- First Trust Advisors held 1,104,397 shares of Box worth $26.1M as of Q1 2026.
- First Trust Advisors sold 60,928 Box shares in Q1 2026, an estimated $1.53M.
- Box made up 0.02% of First Trust Advisors's portfolio in Q1 2026, its #806 holding.
- First Trust Advisors first reported a position in Box in Q3 2016 and has held it in 39 quarters since.
- First Trust Advisors's Box position peaked at $132M in Q3 2018.
- 398 funds tracked by Wall St. Rank held Box as of Q1 2026.
Based on First Trust Advisors's 13F filing for Q1 2026, filed 13 May 2026.