&Partners’s Box BOX Stock Holding History

&Partners’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	-8,908	Closed	-$266K	–	2406
2025 Q4	$266K	Buy	8,908 +654	+8%	+$20.5K	﹤0.01%	1986
2025 Q3	$266K	Buy	8,254 +1,492	+22%	+$48.3K	﹤0.01%	1819
2025 Q2	$232K	Buy	+6,762	New	+$222K	﹤0.01%	1761

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

&Partners's BOX Position: Q1 2026 in Review

&Partners sold out of Box (BOX) in Q1 2026, closing a stake of 8,908 shares — an estimated $266K sold.

&Partners first reported a position in BOX in Q2 2025 and held it in 3 quarters. The position peaked at $266K in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

&Partners reported no remaining Box position as of Q1 2026 after selling out during the quarter.
&Partners sold 8,908 Box shares in Q1 2026, an estimated $266K.
&Partners first reported a position in Box in Q2 2025 and held it in 3 quarters.
&Partners's Box position peaked at $266K in Q4 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.