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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
Q2 		$239 Buy
9
+8
+800% +$200 ﹤0.01% 1159
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HFM Investment Advisors's BOX Position: Q2 2026 in Review

HFM Investment Advisors increased its Box (BOX) stake by 800% in Q2 2026, buying an estimated $200 and bringing the position to 9 shares worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

HFM Investment Advisors first reported a position in BOX in Q1 2025 and has held it in 6 quarters since. The position peaked at $273 in Q2 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • HFM Investment Advisors held 9 shares of Box worth $239 as of Q2 2026.
  • HFM Investment Advisors bought 8 Box shares in Q2 2026, an estimated $200.
  • Box made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #1159 holding.
  • HFM Investment Advisors first reported a position in Box in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Box position peaked at $273 in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.