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Hillsdale Investment Management’s Box BOX Stock Holding History

Hillsdale Investment 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 		$5.28M Sell
223,250
-5,000
-2% -$126K 0.14% 181
2025
Q4 		$6.83M Sell
228,250
-21,100
-8% -$662K 0.19% 135
2025
Q3 		$8.05M Buy
249,350
+38,000
+18% +$1.23M 0.24% 78
2025
Q2 		$7.22M Buy
211,350
+26,100
+14% +$856K 0.27% 65
2025
Q1 		$5.72M Buy
185,250
+6,100
+3% +$198K 0.29% 56
2024
Q4 		$5.66M Buy
179,150
+1,400
+0.8% +$45.9K 0.29% 62
2024
Q3 		$5.82M Buy
177,750
+1,100
+0.6% +$32.1K 0.45% 52
2024
Q2 		$4.67M Sell
176,650
-7,700
-4% -$205K 0.37% 72
2024
Q1 		$5.22M Buy
184,350
+14,400
+8% +$387K 0.41% 62
2023
Q4 		$4.35M Sell
169,950
-400
-0.2% -$10.1K 0.36% 91
2023
Q3 		$4.12M Sell
170,350
-22,110
-11% -$632K 0.38% 83
2023
Q2 		$5.65M Sell
192,460
-26,990
-12% -$747K 0.52% 44
2023
Q1 		$5.88M Buy
219,450
+250
+0.1% +$7.53K 0.5% 52
2022
Q4 		$6.82M Sell
219,200
-2,200
-1% -$62.8K 0.58% 31
2022
Q3 		$5.4M Sell
221,400
-2,500
-1% -$68.8K 0.49% 54
2022
Q2 		$5.63M Buy
223,900
+1,600
+0.7% +$44.7K 0.45% 54
2022
Q1 		$6.46M Buy
222,300
+49,000
+28% +$1.29M 0.42% 55
2021
Q4 		$4.54M Buy
173,300
+5,000
+3% +$129K 0.3% 118
2021
Q3 		$3.98M Hold
168,300
– – 0.31% 112
2021
Q2 		$4.3M Hold
168,300
– – 0.34% 95
2021
Q1 		$3.86M Sell
168,300
-46,900
-22% -$913K 0.32% 106
2020
Q4 		$3.88M Buy
215,200
+23,500
+12% +$409K 0.37% 89
2020
Q3 		$3.33M Buy
191,700
+150,700
+368% +$2.78M 0.33% 89
2020
Q2 		$851K Buy
41,000
+18,400
+81% +$323K 0.08% 195
2020
Q1 		$317K Buy
+22,600
New +$336K 0.04% 380
2017
Q4 		– Sell
-4,900
Closed -$95K – 485
2017
Q3 		$95K Sell
4,900
-3,600
-42% -$67.6K 0.02% 298
2017
Q2 		$155K Buy
+8,500
New +$153K 0.03% 297

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

Hillsdale Investment Management's BOX Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Box (BOX) stake by 2.2% in Q1 2026, selling an estimated $126K and leaving 223,250 shares worth $5.28M. The position accounts for 0.14% of the portfolio, ranked #181.

Hillsdale Investment Management first reported a position in BOX in Q2 2017 and has held it in 27 quarters since. The position peaked at $8.05M in Q3 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Hillsdale Investment Management held 223,250 shares of Box worth $5.28M as of Q1 2026.
  • Hillsdale Investment Management sold 5,000 Box shares in Q1 2026, an estimated $126K.
  • Box made up 0.14% of Hillsdale Investment Management's portfolio in Q1 2026, its #181 holding.
  • Hillsdale Investment Management first reported a position in Box in Q2 2017 and has held it in 27 quarters since.
  • Hillsdale Investment Management's Box position peaked at $8.05M in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.