NorthCrest Asset Manangement’s Box BOX Stock Holding History

NorthCrest Asset Manangement’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	$440K	Buy	15,265 +175	+1%	+$4.37K	0.01%	604
2026 Q1	$362K	Buy	15,090 +540	+4%	+$13.6K	0.01%	578
2025 Q4	$415K	Sell	14,550 -136	-0.9%	-$4.27K	0.01%	597
2025 Q3	$481K	Buy	14,686 +5,148	+54%	+$167K	0.01%	510
2025 Q2	$317K	Sell	9,538 -5,798	-38%	-$190K	0.01%	507
2025 Q1	$473K	Buy	15,336 +36	+0.2%	+$1.17K	0.01%	429
2024 Q4	$483K	Hold	15,300	–	–	0.01%	400
2024 Q3	$501K	Hold	15,300	–	–	0.02%	399
2024 Q2	$405K	Hold	15,300	–	–	0.01%	413
2024 Q1	$433K	Sell	15,300 -400	-3%	-$10.7K	0.01%	402
2023 Q4	$402K	Hold	15,700	–	–	0.02%	408
2023 Q3	$380K	Sell	15,700 -300	-2%	-$8.57K	0.02%	411
2023 Q2	$470K	Hold	16,000	–	–	0.02%	366
2023 Q1	$429K	Buy	16,000 +700	+5%	+$21.1K	0.02%	386
2022 Q4	$476K	Buy	15,300 +100	+0.7%	+$2.85K	0.03%	280
2022 Q3	$371K	Hold	15,200	–	–	0.02%	337
2022 Q2	$382K	Hold	15,200	–	–	0.02%	339
2022 Q1	$442K	Buy	15,200 +400	+3%	+$10.5K	0.02%	317
2021 Q4	$388K	Buy	+14,800	New	+$381K	0.02%	340

Other funds holding BOX

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

NorthCrest Asset Manangement's BOX Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Box (BOX) stake by 1.2% in Q2 2026, buying an estimated $4.37K and bringing the position to 15,265 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #604.

NorthCrest Asset Manangement first reported a position in BOX in Q4 2021 and has held it in 19 quarters since. The position peaked at $501K in Q3 2024. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

NorthCrest Asset Manangement held 15,265 shares of Box worth $440K as of Q2 2026.
NorthCrest Asset Manangement bought 175 Box shares in Q2 2026, an estimated $4.37K.
Box made up 0.01% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #604 holding.
NorthCrest Asset Manangement first reported a position in Box in Q4 2021 and has held it in 19 quarters since.
NorthCrest Asset Manangement's Box position peaked at $501K in Q3 2024.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.