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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors's BOX Position: Q2 2026 in Review

HighTower Advisors reduced its Box (BOX) stake by 90% in Q2 2026, selling an estimated $11.6M and leaving 54,314 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1995.

HighTower Advisors first reported a position in BOX in Q3 2015 and has held it in 39 quarters since. The position peaked at $13.5M in Q3 2024. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

HighTower Advisors held 54,314 shares of Box worth $1.44M as of Q2 2026.
HighTower Advisors sold 466,655 Box shares in Q2 2026, an estimated $11.6M.
Box made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1995 holding.
HighTower Advisors first reported a position in Box in Q3 2015 and has held it in 39 quarters since.
HighTower Advisors's Box position peaked at $13.5M in Q3 2024.
396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.