NAAA
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New Age Alpha Advisors’s Box BOX Stock Holding History

New Age Alpha 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 		$653K Buy
24,588
+20,032
+440% +$500K 0.03% 563
2026
Q1 		$108K Sell
4,556
-135
-3% -$3.4K 0.01% 687
2025
Q4 		$140K Sell
4,691
-2,335
-33% -$73.2K 0.01% 653
2025
Q3 		$227K Sell
7,026
-150
-2% -$4.86K 0.01% 612
2025
Q2 		$245K Sell
7,176
-152
-2% -$4.98K 0.01% 589
2025
Q1 		$226K Sell
7,328
-479
-6% -$15.5K 0.01% 630
2024
Q4 		$247K Buy
+7,807
New +$256K 0.01% 626

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

New Age Alpha Advisors's BOX Position: Q2 2026 in Review

New Age Alpha Advisors increased its Box (BOX) stake by 440% in Q2 2026, buying an estimated $500K and bringing the position to 24,588 shares worth $653K. The position accounts for 0.03% of the portfolio, ranked #563.

New Age Alpha Advisors first reported a position in BOX in Q4 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • New Age Alpha Advisors held 24,588 shares of Box worth $653K as of Q2 2026.
  • New Age Alpha Advisors bought 20,032 Box shares in Q2 2026, an estimated $500K.
  • Box made up 0.03% of New Age Alpha Advisors's portfolio in Q2 2026, its #563 holding.
  • New Age Alpha Advisors first reported a position in Box in Q4 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.