North Star Investment Management’s Box BOX Stock Holding History

North Star Investment 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 Q1	$25.2K	Buy	1,064 +64	+6%	+$1.61K	﹤0.01%	865
2025 Q4	$29.9K	Hold	1,000	–	–	﹤0.01%	776
2025 Q3	$32.3K	Hold	1,000	–	–	﹤0.01%	746
2025 Q2	$34.2K	Hold	1,000	–	–	﹤0.01%	712
2025 Q1	$30.9K	Hold	1,000	–	–	﹤0.01%	702
2024 Q4	$31.6K	Hold	1,000	–	–	﹤0.01%	698
2024 Q3	$32.7K	Hold	1,000	–	–	﹤0.01%	664
2024 Q2	$26.4K	Hold	1,000	–	–	﹤0.01%	679
2024 Q1	$28.3K	Hold	1,000	–	–	﹤0.01%	692
2023 Q4	$25.6K	Hold	1,000	–	–	﹤0.01%	685
2023 Q3	$24.2K	Hold	1,000	–	–	﹤0.01%	704
2023 Q2	$29.4K	Hold	1,000	–	–	﹤0.01%	685
2023 Q1	$26.8K	Hold	1,000	–	–	﹤0.01%	717
2022 Q4	$31.1K	Hold	1,000	–	–	﹤0.01%	678
2022 Q3	$24K	Hold	1,000	–	–	﹤0.01%	661
2022 Q2	$25K	Hold	1,000	–	–	﹤0.01%	678
2022 Q1	$29K	Hold	1,000	–	–	﹤0.01%	685
2021 Q4	$26K	Hold	1,000	–	–	﹤0.01%	728
2021 Q3	$24K	Hold	1,000	–	–	﹤0.01%	712
2021 Q2	$26K	Hold	1,000	–	–	﹤0.01%	698
2021 Q1	$23K	Hold	1,000	–	–	﹤0.01%	677
2020 Q4	$18K	Hold	1,000	–	–	﹤0.01%	685
2020 Q3	$17K	Hold	1,000	–	–	﹤0.01%	678
2020 Q2	$21K	Hold	1,000	–	–	﹤0.01%	626
2020 Q1	$14K	Hold	1,000	–	–	﹤0.01%	676
2019 Q4	$17K	Hold	1,000	–	–	﹤0.01%	732
2019 Q3	$17K	Buy	+1,000	New	+$16K	﹤0.01%	732
2019 Q2	–	Sell	-200	Closed	-$4K	–	449
2019 Q1	$4K	Hold	200	–	–	﹤0.01%	942
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	952
2018 Q3	$5K	Hold	200	–	–	﹤0.01%	928
2018 Q2	$5K	Buy	+200	New	+$4.96K	﹤0.01%	947

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

North Star Investment Management's BOX Position: Q1 2026 in Review

North Star Investment Management increased its Box (BOX) stake by 6.4% in Q1 2026, buying an estimated $1.61K and bringing the position to 1,064 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

North Star Investment Management first reported a position in BOX in Q2 2018 and has held it in 31 quarters since. The position peaked at $34.2K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

North Star Investment Management held 1,064 shares of Box worth $25.2K as of Q1 2026.
North Star Investment Management bought 64 Box shares in Q1 2026, an estimated $1.61K.
Box made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #865 holding.
North Star Investment Management first reported a position in Box in Q2 2018 and has held it in 31 quarters since.
North Star Investment Management's Box position peaked at $34.2K in Q2 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.