Fort Washington Investment Advisors’s Box BOX Stock Holding History

Fort Washington Investment 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	$29.6M	Buy	1,115,887 +86,480	+8%	+$2.16M	0.15%	166
2026 Q1	$24.3M	Buy	1,029,407 +43,520	+4%	+$1.1M	0.13%	168
2025 Q4	$29.5M	Buy	985,887 +172,498	+21%	+$5.41M	0.16%	136
2025 Q3	$26.2M	Buy	813,389 +301,434	+59%	+$9.76M	0.14%	146
2025 Q2	$17.5M	Buy	511,955 +39,792	+8%	+$1.3M	0.1%	182
2025 Q1	$14.6M	Sell	472,163 -232,420	-33%	-$7.53M	0.09%	187
2024 Q4	$22.3M	Buy	704,583 +61,660	+10%	+$2.02M	0.13%	143
2024 Q3	$21M	Sell	642,923 -148,410	-19%	-$4.33M	0.13%	144
2024 Q2	$20.9M	Buy	791,333 +90,670	+13%	+$2.42M	0.14%	134
2024 Q1	$19.8M	Sell	700,663 -61,230	-8%	-$1.64M	0.13%	150
2023 Q4	$19.5M	Buy	761,893 +93,660	+14%	+$2.37M	0.14%	142
2023 Q3	$16.2M	Sell	668,233 -169,330	-20%	-$4.84M	0.12%	148
2023 Q2	$24.6M	Buy	837,563 +121,234	+17%	+$3.36M	0.18%	120
2023 Q1	$19.2M	Sell	716,329 -175,237	-20%	-$5.28M	0.14%	138
2022 Q4	$27.8M	Sell	891,566 -42,240	-5%	-$1.21M	0.22%	109
2022 Q3	$22.8M	Buy	933,806 +25,330	+3%	+$697K	0.19%	118
2022 Q2	$22.8M	Sell	908,476 -185,238	-17%	-$5.18M	0.18%	122
2022 Q1	$31.8M	Buy	1,093,714 +26,631	+2%	+$701K	0.2%	115
2021 Q4	$27.9M	Buy	1,067,083 +184,240	+21%	+$4.75M	0.17%	124
2021 Q3	$20.9M	Buy	882,843 +150,248	+21%	+$3.69M	0.13%	138
2021 Q2	$18.7M	Buy	732,595 +146,583	+25%	+$3.42M	0.17%	99
2021 Q1	$13.5M	Buy	586,012 +543,407	+1,275%	+$10.6M	0.13%	112
2020 Q4	$769K	Hold	42,605	–	–	0.01%	335
2020 Q3	$740K	Hold	42,605	–	–	0.01%	334
2020 Q2	$884K	Sell	42,605 -1,687	-4%	-$29.6K	0.01%	318
2020 Q1	$622K	Hold	44,292	–	–	0.01%	310
2019 Q4	$743K	Hold	44,292	–	–	0.01%	341
2019 Q3	$733K	Hold	44,292	–	–	0.01%	352
2019 Q2	$780K	Hold	44,292	–	–	0.01%	340
2019 Q1	$855K	Hold	44,292	–	–	0.01%	335
2018 Q4	$748K	Hold	44,292	–	–	0.01%	353
2018 Q3	$1.06M	Buy	44,292 +2,773	+7%	+$69.8K	0.01%	348
2018 Q2	$1.04M	Buy	41,519 +8,088	+24%	+$200K	0.01%	346
2018 Q1	$687K	Buy	33,431 +2,792	+9%	+$60.1K	0.01%	397
2017 Q4	$647K	Buy	30,639 +11,943	+64%	+$252K	0.01%	448
2017 Q3	$361K	Buy	18,696 +3,367	+22%	+$63.3K	0.01%	428
2017 Q2	$280K	Buy	+15,329	New	+$276K	﹤0.01%	443

Other funds holding BOX

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Fort Washington Investment Advisors's BOX Position: Q2 2026 in Review

Fort Washington Investment Advisors increased its Box (BOX) stake by 8.4% in Q2 2026, buying an estimated $2.16M and bringing the position to 1,115,887 shares worth $29.6M. The position accounts for 0.15% of the portfolio, ranked #166.

Fort Washington Investment Advisors first reported a position in BOX in Q2 2017 and has held it in 37 quarters since. The position peaked at $31.8M in Q1 2022. 51 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Fort Washington Investment Advisors held 1,115,887 shares of Box worth $29.6M as of Q2 2026.
Fort Washington Investment Advisors bought 86,480 Box shares in Q2 2026, an estimated $2.16M.
Box made up 0.15% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #166 holding.
Fort Washington Investment Advisors first reported a position in Box in Q2 2017 and has held it in 37 quarters since.
Fort Washington Investment Advisors's Box position peaked at $31.8M in Q1 2022.
51 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.