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MAI Capital Management’s Box BOX Stock Holding History

MAI Capital Management’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
-1,368
Closed -$32.3K – 2425
2026
Q1 		$32.3K Buy
1,368
+137
+11% +$3.45K ﹤0.01% 2517
2025
Q4 		$36.8K Sell
1,231
-531
-30% -$16.7K ﹤0.01% 2192
2025
Q3 		$56.9K Buy
1,762
+120
+7% +$3.88K ﹤0.01% 1849
2025
Q2 		$56.1K Buy
1,642
+120
+8% +$3.93K ﹤0.01% 1790
2025
Q1 		$47K Buy
1,522
+54
+4% +$1.75K ﹤0.01% 1778
2024
Q4 		$46.4K Buy
+1,468
New +$48.1K ﹤0.01% 1811

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 40.91% 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

MAI Capital Management's BOX Position: Q2 2026 in Review

MAI Capital Management sold out of Box (BOX) in Q2 2026, closing a stake of 1,368 shares — an estimated $32.3K sold.

MAI Capital Management first reported a position in BOX in Q4 2024 and held it in 6 quarters. The position peaked at $56.9K in Q3 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • MAI Capital Management reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,368 Box shares in Q2 2026, an estimated $32.3K.
  • MAI Capital Management first reported a position in Box in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Box position peaked at $56.9K in Q3 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.