HWM
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Hohimer Wealth Management’s Box BOX Stock Holding History

Hohimer Wealth 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
Q2 		$240K Buy
9,028
+40
+0.4% +$998 0.02% 329
2026
Q1 		$212K Buy
+8,988
New +$226K 0.03% 340
2025
Q4 		– Sell
-6,778
Closed -$219K – 325
2025
Q3 		$219K Buy
6,778
+573
+9% +$18.6K 0.03% 255
2025
Q2 		$212K Sell
6,205
-1,695
-21% -$55.6K 0.04% 229
2025
Q1 		$244K Sell
7,900
-223
-3% -$7.22K 0.05% 214
2024
Q4 		$257K Buy
8,123
+990
+14% +$32.5K 0.05% 199
2024
Q3 		$233K Sell
7,133
-7,112
-50% -$208K 0.05% 196
2024
Q2 		$377K Sell
14,245
-208
-1% -$5.54K 0.09% 169
2024
Q1 		$409K Buy
+14,453
New +$388K 0.1% 169

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 $3.37T AUM 44.26% 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

Hohimer Wealth Management's BOX Position: Q2 2026 in Review

Hohimer Wealth Management increased its Box (BOX) stake by 0.45% in Q2 2026, buying an estimated $998 and bringing the position to 9,028 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #329.

Hohimer Wealth Management first reported a position in BOX in Q1 2024 and has held it in 9 quarters since. The position peaked at $409K in Q1 2024. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Hohimer Wealth Management held 9,028 shares of Box worth $240K as of Q2 2026.
  • Hohimer Wealth Management bought 40 Box shares in Q2 2026, an estimated $998.
  • Box made up 0.02% of Hohimer Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Hohimer Wealth Management first reported a position in Box in Q1 2024 and has held it in 9 quarters since.
  • Hohimer Wealth Management's Box position peaked at $409K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.