PWG
BOX icon

Portside Wealth Group’s Box BOX Stock Holding History

Portside Wealth Group’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
-13,163
Closed -$394K – 473
2025
Q4 		$394K Buy
13,163
+1,330
+11% +$41.7K 0.05% 306
2025
Q3 		$382K Buy
11,833
+1,453
+14% +$47K 0.05% 315
2025
Q2 		$355K Buy
10,380
+361
+4% +$11.8K 0.05% 306
2025
Q1 		$309K Buy
10,019
+578
+6% +$18.7K 0.05% 328
2024
Q4 		$298K Buy
+9,441
New +$310K 0.05% 330

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Portside Wealth Group's BOX Position: Q1 2026 in Review

Portside Wealth Group sold out of Box (BOX) in Q1 2026, closing a stake of 13,163 shares — an estimated $394K sold.

Portside Wealth Group first reported a position in BOX in Q4 2024 and held it in 5 quarters. The position peaked at $394K in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Portside Wealth Group reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Portside Wealth Group sold 13,163 Box shares in Q1 2026, an estimated $394K.
  • Portside Wealth Group first reported a position in Box in Q4 2024 and held it in 5 quarters.
  • Portside Wealth Group's Box position peaked at $394K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Portside Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.