Gilpin Wealth Management’s Box BOX Stock Holding History

Gilpin Wealth Management’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	$544	Buy	23 +9	+64%	+$226	﹤0.01%	588
2025 Q4	$419	Buy	+14	New	+$439	﹤0.01%	481

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

Gilpin Wealth Management's BOX Position: Q1 2026 in Review

Gilpin Wealth Management increased its Box (BOX) stake by 64% in Q1 2026, buying an estimated $226 and bringing the position to 23 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Gilpin Wealth Management first reported a position in BOX in Q4 2025 and has held it in 2 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Gilpin Wealth Management held 23 shares of Box worth $544 as of Q1 2026.
Gilpin Wealth Management bought 9 Box shares in Q1 2026, an estimated $226.
Box made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q1 2026, its #588 holding.
Gilpin Wealth Management first reported a position in Box in Q4 2025 and has held it in 2 quarters since.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Gilpin Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.