Lloyd Advisory Services’s Box BOX Stock Holding History

Lloyd Advisory Services’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	–	Sell	-60	Closed	-$1.42K	–	681
2026 Q1	$1.42K	Buy	+60	New	+$1.51K	﹤0.01%	715

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lloyd Advisory Services's BOX Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Box (BOX) in Q2 2026, closing a stake of 60 shares — an estimated $1.42K sold.

Lloyd Advisory Services first reported a position in BOX in Q1 2026 and held it in 1 quarter. The position peaked at $1.42K in Q1 2026. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Lloyd Advisory Services reported no remaining Box position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 60 Box shares in Q2 2026, an estimated $1.42K.
Lloyd Advisory Services first reported a position in Box in Q1 2026 and held it in 1 quarter.
Lloyd Advisory Services's Box position peaked at $1.42K in Q1 2026.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.