McMillan Office’s Box BOX Stock Holding History

McMillan Office’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	$307K	Sell	12,990 -200	-2%	-$5.03K	0.04%	156
2025 Q4	$395K	Buy	+13,190	New	+$414K	0.05%	136

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

McMillan Office's BOX Position: Q1 2026 in Review

McMillan Office reduced its Box (BOX) stake by 1.5% in Q1 2026, selling an estimated $5.03K and leaving 12,990 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #156.

McMillan Office first reported a position in BOX in Q4 2025 and has held it in 2 quarters since. The position peaked at $395K in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

McMillan Office held 12,990 shares of Box worth $307K as of Q1 2026.
McMillan Office sold 200 Box shares in Q1 2026, an estimated $5.03K.
Box made up 0.04% of McMillan Office's portfolio in Q1 2026, its #156 holding.
McMillan Office first reported a position in Box in Q4 2025 and has held it in 2 quarters since.
McMillan Office's Box position peaked at $395K in Q4 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on McMillan Office's 13F filing for Q1 2026, filed 23 Apr 2026.