HighTower Advisors’s Box BOX Stock Holding History

HighTower 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
2025 Q1	–	Sell	-15,000	Closed	-$450	–	3776
2024 Q4	$450	Hold	15,000	–	–	﹤0.01%	3737
2024 Q3	$3.75K	Hold	15,000	–	–	﹤0.01%	3606
2024 Q2	$2.4K	Buy	+15,000	New	+$400K	﹤0.01%	3523
2022 Q2	–	Sell	-5	Closed	-$2K	–	3263
2022 Q1	$2K	Buy	+5	New	+$132	﹤0.01%	3331
2021 Q3	–	Sell	-20,000	Closed	-$22K	–	3203
2021 Q2	$22K	Buy	+20,000	New	+$466K	﹤0.01%	2954
2020 Q2	–	Sell	-1,000	Closed	-$2K	–	2438
2020 Q1	$2K	Buy	+1,000	New	+$14.9K	﹤0.01%	2168
2019 Q4	–	Sell	-5,700	Closed	-$1K	–	2388
2019 Q3	$1K	Buy	+5,700	New	+$91.5K	﹤0.01%	2384
2019 Q2	–	Sell	-3,700	Closed	-$2K	–	2392
2019 Q1	$2K	Buy	3,700 +200	+6%	+$4.14K	﹤0.01%	2249
2018 Q4	$6K	Hold	3,500	–	–	﹤0.01%	2139
2018 Q3	$6K	Sell	3,500 -2,100	-38%	-$52.9K	﹤0.01%	2217
2018 Q2	$10K	Buy	+5,600	New	+$139K	﹤0.01%	2141
2017 Q4	–	Sell	-6,000	Closed	-$2K	–	2285
2017 Q3	$2K	Buy	+6,000	New	+$113K	﹤0.01%	2188

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

HighTower Advisors's BOX Position: Q1 2026 in Review

HighTower Advisors increased its Box (BOX) stake by 20% in Q1 2026, buying an estimated $2.15M and bringing the position to 520,969 shares worth $12.3M. The position accounts for 0.01% of the portfolio, ranked #797.

HighTower Advisors first reported a position in BOX in Q3 2015 and has held it in 38 quarters since. The position peaked at $13.5M in Q3 2024. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

HighTower Advisors held 520,969 shares of Box worth $12.3M as of Q1 2026.
HighTower Advisors bought 85,306 Box shares in Q1 2026, an estimated $2.15M.
Box made up 0.01% of HighTower Advisors's portfolio in Q1 2026, its #797 holding.
HighTower Advisors first reported a position in Box in Q3 2015 and has held it in 38 quarters since.
HighTower Advisors's Box position peaked at $13.5M in Q3 2024.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.