HIA
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HFM Investment Advisors’s Box BOX Stock Holding History

HFM 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
Q1 		$24 Sell
1
-5
-83% -$126 ﹤0.01% 1193
2025
Q4 		$180 Hold
6
– – ﹤0.01% 1051
2025
Q3 		$194 Sell
6
-2
-25% -$65 ﹤0.01% 1002
2025
Q2 		$273 Buy
8
+6
+300% +$197 ﹤0.01% 878
2025
Q1 		$62 Buy
+2
New +$65 ﹤0.01% 994

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

HFM Investment Advisors's BOX Position: Q1 2026 in Review

HFM Investment Advisors reduced its Box (BOX) stake by 83% in Q1 2026, selling an estimated $126 and leaving 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

HFM Investment Advisors first reported a position in BOX in Q1 2025 and has held it in 5 quarters since. The position peaked at $273 in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • HFM Investment Advisors held 1 share of Box worth $24 as of Q1 2026.
  • HFM Investment Advisors sold 5 Box shares in Q1 2026, an estimated $126.
  • Box made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #1193 holding.
  • HFM Investment Advisors first reported a position in Box in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Box position peaked at $273 in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.