Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Box BOX Stock Holding History

Kovitz Investment Group Partners’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 		– Sell
-63,521
Closed -$1.9M – 486
2025
Q4 		$1.9M Sell
63,521
-9,101
-13% -$285K 0.04% 240
2025
Q3 		$2.34M Sell
72,622
-5,384
-7% -$174K 0.01% 616
2025
Q2 		$2.67M Sell
78,006
-3,938
-5% -$129K 0.01% 570
2025
Q1 		$2.53M Sell
81,944
-2,271
-3% -$73.6K 0.01% 535
2024
Q4 		$2.66M Sell
84,215
-1,797
-2% -$58.9K 0.01% 522
2024
Q3 		$2.78M Buy
86,012
+1,607
+2% +$46.9K 0.02% 443
2024
Q2 		$2.23M Buy
+84,405
New +$2.25M 0.02% 418

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

Kovitz Investment Group Partners's BOX Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Box (BOX) in Q1 2026, closing a stake of 63,521 shares — an estimated $1.9M sold.

Kovitz Investment Group Partners first reported a position in BOX in Q2 2024 and held it in 7 quarters. The position peaked at $2.78M in Q3 2024. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 63,521 Box shares in Q1 2026, an estimated $1.9M.
  • Kovitz Investment Group Partners first reported a position in Box in Q2 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Box position peaked at $2.78M in Q3 2024.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.