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NewEdge Advisors’s Box BOX Stock Holding History

NewEdge 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
Q1 		$11.8K Hold
500
– – ﹤0.01% 3358
2025
Q4 		$15K Hold
500
– – ﹤0.01% 3342
2025
Q3 		$16.1K Hold
500
– – ﹤0.01% 3190
2025
Q2 		$17.1K Hold
500
– – ﹤0.01% 3007
2025
Q1 		$15.4K Hold
500
– – ﹤0.01% 2949
2024
Q4 		$15.8K Hold
500
– – ﹤0.01% 2876
2024
Q3 		$16.4K Hold
500
– – ﹤0.01% 2772
2024
Q2 		$13.2K Sell
500
-13,496
-96% -$360K ﹤0.01% 2755
2024
Q1 		$396K Sell
13,996
-1,804
-11% -$48.4K ﹤0.01% 1479
2023
Q4 		$421K Buy
15,800
+1,953
+14% +$49.4K ﹤0.01% 1371
2023
Q3 		$335K Buy
13,847
+1,673
+14% +$47.8K ﹤0.01% 1371
2023
Q2 		$358K Sell
12,174
-13,918
-53% -$385K ﹤0.01% 1380
2023
Q1 		$699K Buy
26,092
+19,191
+278% +$578K 0.01% 963
2022
Q4 		$215K Buy
+6,901
New +$197K 0.01% 1163
2021
Q3 		– Sell
-10,145
Closed -$259K – 1142
2021
Q2 		$259K Sell
10,145
-335
-3% -$7.81K 0.01% 964
2021
Q1 		$241K Sell
10,480
-2,785
-21% -$54.2K 0.01% 882
2020
Q4 		$239K Sell
13,265
-2,736
-17% -$47.7K 0.01% 827
2020
Q3 		$278K Sell
16,001
-1,800
-10% -$33.2K 0.01% 735
2020
Q2 		$370K Sell
17,801
-1,107
-6% -$19.4K 0.01% 618
2020
Q1 		$265K Buy
+18,908
New +$281K 0.01% 635
2018
Q4 		– Sell
-12,318
Closed -$295K – 633
2018
Q3 		$295K Buy
+12,318
New +$310K 0.02% 497
2017
Q3 		– Sell
-200
Closed -$3.61K – 450
2017
Q2 		$3.61K Buy
+200
New +$3.61K ﹤0.01% 1207

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

NewEdge Advisors's BOX Position: Q1 2026 in Review

NewEdge Advisors held its Box (BOX) position steady in Q1 2026 at 500 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3358.

NewEdge Advisors first reported a position in BOX in Q2 2017 and has held it in 22 quarters since. The position peaked at $699K in Q1 2023. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • NewEdge Advisors held 500 shares of Box worth $11.8K as of Q1 2026.
  • NewEdge Advisors left its Box share count unchanged in Q1 2026.
  • Box made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3358 holding.
  • NewEdge Advisors first reported a position in Box in Q2 2017 and has held it in 22 quarters since.
  • NewEdge Advisors's Box position peaked at $699K in Q1 2023.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.