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 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 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

Kesler Norman & Wride's BOX Position: Q1 2026 in Review

Kesler Norman & Wride increased its Box (BOX) stake by 24% in Q1 2026, buying an estimated $178K and bringing the position to 36,880 shares worth $872K. The position accounts for 0.15% of the portfolio, ranked #145.

Kesler Norman & Wride first reported a position in BOX in Q4 2024 and has held it in 6 quarters since. The position peaked at $927K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Kesler Norman & Wride held 36,880 shares of Box worth $872K as of Q1 2026.
Kesler Norman & Wride bought 7,076 Box shares in Q1 2026, an estimated $178K.
Box made up 0.15% of Kesler Norman & Wride's portfolio in Q1 2026, its #145 holding.
Kesler Norman & Wride first reported a position in Box in Q4 2024 and has held it in 6 quarters since.
Kesler Norman & Wride's Box position peaked at $927K in Q2 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.