Operose Advisors’s Box BOX Stock Holding History

Operose 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	–	Sell	-200	Closed	-$5.98K	–	601
2025 Q4	$5.98K	Hold	200	–	–	﹤0.01%	404
2025 Q3	$6.45K	Hold	200	–	–	﹤0.01%	382
2025 Q2	$6.83K	Hold	200	–	–	﹤0.01%	352
2025 Q1	$6.17K	Hold	200	–	–	﹤0.01%	341
2024 Q4	$6.32K	Hold	200	–	–	﹤0.01%	343
2024 Q3	$6.55K	Hold	200	–	–	﹤0.01%	531
2024 Q2	$5.29K	Hold	200	–	–	﹤0.01%	496
2024 Q1	$5.66K	Hold	200	–	–	﹤0.01%	540
2023 Q4	$5.12K	Hold	200	–	–	﹤0.01%	527
2023 Q3	$4.84K	Hold	200	–	–	﹤0.01%	664
2023 Q2	$5.88K	Hold	200	–	–	﹤0.01%	301
2023 Q1	$5.36K	Hold	200	–	–	﹤0.01%	295
2022 Q4	$6.23K	Buy	+200	New	+$5.71K	﹤0.01%	310

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Operose Advisors's BOX Position: Q1 2026 in Review

Operose Advisors sold out of Box (BOX) in Q1 2026, closing a stake of 200 shares — an estimated $5.98K sold.

Operose Advisors first reported a position in BOX in Q4 2022 and held it in 13 quarters. The position peaked at $6.83K in Q2 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Operose Advisors reported no remaining Box position as of Q1 2026 after selling out during the quarter.
Operose Advisors sold 200 Box shares in Q1 2026, an estimated $5.98K.
Operose Advisors first reported a position in Box in Q4 2022 and held it in 13 quarters.
Operose Advisors's Box position peaked at $6.83K in Q2 2025.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Operose Advisors's 13F filing for Q1 2026, filed 12 May 2026.