MYIA
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Mount Yale Investment Advisors’s Box BOX Stock Holding History

Mount Yale Investment 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 		$358K Buy
+13,506
New +$337K 0.01% 912

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

Mount Yale Investment Advisors's BOX Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Box (BOX) in Q2 2026: 13,506 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #912 among its holdings.

394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Mount Yale Investment Advisors held 13,506 shares of Box worth $358K as of Q2 2026.
  • Box was a new Mount Yale Investment Advisors position in Q2 2026.
  • Box made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #912 holding.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.