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 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 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

Hohimer Wealth Management's BOX Position: Q1 2026 in Review

Hohimer Wealth Management opened a new position in Box (BOX) in Q1 2026: 8,988 shares worth $212K. The stake represents 0.03% of the portfolio and ranks #340 among its holdings. This is a return to the name: Hohimer Wealth Management previously reported a position in BOX as recently as Q3 2025.

Hohimer Wealth Management first reported a position in BOX in Q1 2024 and has held it in 8 quarters since. The position peaked at $409K in Q1 2024. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Hohimer Wealth Management held 8,988 shares of Box worth $212K as of Q1 2026.
Box was a new Hohimer Wealth Management position in Q1 2026.
Box made up 0.03% of Hohimer Wealth Management's portfolio in Q1 2026, its #340 holding.
Hohimer Wealth Management first reported a position in Box in Q1 2024 and has held it in 8 quarters since.
Hohimer Wealth Management's Box position peaked at $409K in Q1 2024.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.