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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lido Advisors's BOX Position: Q1 2026 in Review

Lido Advisors increased its Box (BOX) stake by 26% in Q1 2026, buying an estimated $63K and bringing the position to 11,963 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Lido Advisors first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $306K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Lido Advisors held 11,963 shares of Box worth $283K as of Q1 2026.
  • Lido Advisors bought 2,503 Box shares in Q1 2026, an estimated $63K.
  • Box made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1600 holding.
  • Lido Advisors first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
  • Lido Advisors's Box position peaked at $306K in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.