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Plante Moran Financial Advisors’s Box BOX Stock Holding History

Plante Moran Financial 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
Q2 		$1.27K Buy
+48
New +$1.2K ﹤0.01% 839
2022
Q4 		– Sell
-241
Closed -$6K – 871
2022
Q3 		$6K Buy
+241
New +$6.63K ﹤0.01% 655

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 40.91% 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

Plante Moran Financial Advisors's BOX Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Box (BOX) in Q2 2026: 48 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #839 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in BOX as recently as Q3 2022.

Plante Moran Financial Advisors first reported a position in BOX in Q3 2022 and has held it in 2 quarters since. The position peaked at $6K in Q3 2022. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Plante Moran Financial Advisors held 48 shares of Box worth $1.27K as of Q2 2026.
  • Box was a new Plante Moran Financial Advisors position in Q2 2026.
  • Box made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #839 holding.
  • Plante Moran Financial Advisors first reported a position in Box in Q3 2022 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Box position peaked at $6K in Q3 2022.
  • 396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.