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Kesler Norman & Wride’s Box BOX Stock Holding History

Kesler Norman & Wride’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 		$1.06M Buy
39,896
+3,016
+8% +$75.3K 0.17% 138
2026
Q1 		$872K Buy
36,880
+7,076
+24% +$178K 0.15% 145
2025
Q4 		$891K Buy
29,804
+8,268
+38% +$259K 0.15% 144
2025
Q3 		$681K Sell
21,536
-5,573
-21% -$180K 0.13% 155
2025
Q2 		$927K Sell
27,109
-151
-0.6% -$4.95K 0.16% 137
2025
Q1 		$841K Buy
27,260
+5,724
+27% +$185K 0.16% 136
2024
Q4 		$681K Buy
+21,536
New +$706K 0.15% 150

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 $3.38T AUM 44.17% 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

Kesler Norman & Wride's BOX Position: Q2 2026 in Review

Kesler Norman & Wride increased its Box (BOX) stake by 8.2% in Q2 2026, buying an estimated $75.3K and bringing the position to 39,896 shares worth $1.06M. The position accounts for 0.17% of the portfolio, ranked #138.

Kesler Norman & Wride first reported a position in BOX in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Kesler Norman & Wride held 39,896 shares of Box worth $1.06M as of Q2 2026.
  • Kesler Norman & Wride bought 3,016 Box shares in Q2 2026, an estimated $75.3K.
  • Box made up 0.17% of Kesler Norman & Wride's portfolio in Q2 2026, its #138 holding.
  • Kesler Norman & Wride first reported a position in Box in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.