Lido Advisors
BOX icon

Lido Advisors’s Box BOX Stock Holding History

Lido Advisors’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 		$362K Buy
13,624
+1,661
+14% +$41.5K ﹤0.01% 1653
2026
Q1 		$283K Buy
11,963
+2,503
+26% +$63K ﹤0.01% 1600
2025
Q4 		$300K Buy
9,460
+370
+4% +$11.6K ﹤0.01% 1568
2025
Q3 		$293K Buy
9,090
+130
+1% +$4.21K ﹤0.01% 1498
2025
Q2 		$306K Buy
8,960
+808
+10% +$26.5K ﹤0.01% 1339
2025
Q1 		$252K Sell
8,152
-208
-2% -$6.74K ﹤0.01% 1285
2024
Q4 		$264K Buy
8,360
+1,960
+31% +$64.3K ﹤0.01% 1277
2024
Q3 		$209K Buy
+6,400
New +$187K ﹤0.01% 1317

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
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

Lido Advisors's BOX Position: Q2 2026 in Review

Lido Advisors increased its Box (BOX) stake by 14% in Q2 2026, buying an estimated $41.5K and bringing the position to 13,624 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Lido Advisors first reported a position in BOX in Q3 2024 and has held it in 8 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Lido Advisors held 13,624 shares of Box worth $362K as of Q2 2026.
  • Lido Advisors bought 1,661 Box shares in Q2 2026, an estimated $41.5K.
  • Box made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1653 holding.
  • Lido Advisors first reported a position in Box in Q3 2024 and has held it in 8 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.