JSW
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Journey Strategic Wealth’s Box BOX Stock Holding History

Journey Strategic Wealth’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 		$246K Buy
+10,402
New +$262K 0.01% 662

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Journey Strategic Wealth's BOX Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Box (BOX) in Q1 2026: 10,402 shares worth $246K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings.

399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Journey Strategic Wealth held 10,402 shares of Box worth $246K as of Q1 2026.
  • Box was a new Journey Strategic Wealth position in Q1 2026.
  • Box made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #662 holding.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.