Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.95K Buy
111
+27
+32% +$674 ﹤0.01% 1338
2026
Q1
$1.99K Buy
+84
New +$2.11K ﹤0.01% 1360

Other funds holding BOX

Physician Wealth Advisors's BOX Position: Q2 2026 in Review

Physician Wealth Advisors increased its Box (BOX) stake by 32% in Q2 2026, buying an estimated $674 and bringing the position to 111 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Physician Wealth Advisors first reported a position in BOX in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Physician Wealth Advisors held 111 shares of Box worth $2.95K as of Q2 2026.
  • Physician Wealth Advisors bought 27 Box shares in Q2 2026, an estimated $674.
  • Box made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1338 holding.
  • Physician Wealth Advisors first reported a position in Box in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.