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Pinnacle Wealth Planning Services’s Box BOX Stock Holding History

Pinnacle Wealth Planning Services’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 		$94.6K Sell
3,565
-1,949
-35% -$48.6K 0.01% 905
2026
Q1 		$130K Buy
5,514
+253
+5% +$6.37K 0.01% 662
2025
Q4 		$157K Buy
+5,261
New +$165K 0.02% 567
2023
Q1 		– Sell
-8,924
Closed -$278K – 480
2022
Q4 		$278K Buy
8,924
+172
+2% +$4.91K 0.05% 282
2022
Q3 		$213K Buy
8,752
+120
+1% +$3.3K 0.04% 313
2022
Q2 		$217K Buy
8,632
+497
+6% +$13.9K 0.04% 326
2022
Q1 		$236K Buy
+8,135
New +$214K 0.04% 332
2021
Q1 		– Sell
-2,148
Closed -$39K – 564
2020
Q4 		$39K Buy
+2,148
New +$37.4K 0.01% 901

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pinnacle Wealth Planning Services's BOX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Box (BOX) stake by 35% in Q2 2026, selling an estimated $48.6K and leaving 3,565 shares worth $94.6K. The position accounts for 0.01% of the portfolio, ranked #905.

Pinnacle Wealth Planning Services first reported a position in BOX in Q4 2020 and has held it in 8 quarters since. The position peaked at $278K in Q4 2022. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,565 shares of Box worth $94.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,949 Box shares in Q2 2026, an estimated $48.6K.
  • Box made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #905 holding.
  • Pinnacle Wealth Planning Services first reported a position in Box in Q4 2020 and has held it in 8 quarters since.
  • Pinnacle Wealth Planning Services's Box position peaked at $278K in Q4 2022.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.