Focus Partners Wealth
BOX icon

Focus Partners Wealth’s Box BOX Stock Holding History

Focus Partners Wealth’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 		$2.88M Sell
121,621
-821
-0.7% -$20.7K ﹤0.01% 1153
2025
Q4 		$3.66M Sell
122,442
-1,941
-2% -$60.9K ﹤0.01% 1070
2025
Q3 		$4.02M Sell
124,383
-1,139
-0.9% -$36.9K 0.01% 818
2025
Q2 		$4.29M Buy
125,522
+713
+0.6% +$23.4K 0.01% 720
2025
Q1 		$3.85M Buy
124,809
+311
+0.2% +$10.1K 0.01% 700
2024
Q4 		$3.93M Buy
124,498
+2,816
+2% +$92.4K 0.01% 679
2024
Q3 		$3.98M Buy
121,682
+1,511
+1% +$44.1K 0.01% 612
2024
Q2 		$3.18M Buy
120,171
+2,626
+2% +$70K 0.01% 577
2024
Q1 		$3.33M Buy
117,545
+13,033
+12% +$350K 0.03% 402
2023
Q4 		$2.68M Buy
+104,512
New +$2.64M 0.04% 315

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

Focus Partners Wealth's BOX Position: Q1 2026 in Review

Focus Partners Wealth reduced its Box (BOX) stake by 0.67% in Q1 2026, selling an estimated $20.7K and leaving 121,621 shares worth $2.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Focus Partners Wealth first reported a position in BOX in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.29M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Focus Partners Wealth held 121,621 shares of Box worth $2.88M as of Q1 2026.
  • Focus Partners Wealth sold 821 Box shares in Q1 2026, an estimated $20.7K.
  • Box made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1153 holding.
  • Focus Partners Wealth first reported a position in Box in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Box position peaked at $4.29M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.