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 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 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

Pinnacle Wealth Planning Services's BOX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Box (BOX) stake by 4.8% in Q1 2026, buying an estimated $6.37K and bringing the position to 5,514 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #662.

Pinnacle Wealth Planning Services first reported a position in BOX in Q4 2020 and has held it in 7 quarters since. The position peaked at $278K in Q4 2022. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Pinnacle Wealth Planning Services held 5,514 shares of Box worth $130K as of Q1 2026.
Pinnacle Wealth Planning Services bought 253 Box shares in Q1 2026, an estimated $6.37K.
Box made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #662 holding.
Pinnacle Wealth Planning Services first reported a position in Box in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's Box position peaked at $278K in Q4 2022.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.