Principal Financial Group’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.1M | Buy |
1,022,862
+11,941
| +1% | +$298K | 0.01% | 804 |
|
|
2026
Q1 | $23.9M | Buy |
1,010,921
+93,516
| +10% | +$2.35M | 0.01% | 820 |
|
|
2025
Q4 | $27.4M | Buy |
917,405
+72,230
| +9% | +$2.27M | 0.01% | 709 |
|
|
2025
Q3 | $27.3M | Buy |
845,175
+43,655
| +5% | +$1.41M | 0.01% | 692 |
|
|
2025
Q2 | $27.4M | Sell |
801,520
-56
| -0% | -$1.84K | 0.01% | 683 |
|
|
2025
Q1 | $24.7M | Buy |
801,576
+22,526
| +3% | +$730K | 0.01% | 704 |
|
|
2024
Q4 | $24.6M | Buy |
779,050
+18,912
| +2% | +$620K | 0.01% | 735 |
|
|
2024
Q3 | $24.9M | Sell |
760,138
-33,861
| -4% | -$988K | 0.01% | 730 |
|
|
2024
Q2 | $21M | Sell |
793,999
-19,235
| -2% | -$513K | 0.01% | 831 |
|
|
2024
Q1 | $23M | Buy |
813,234
+796,934
| +4,889% | +$21.4M | 0.01% | 829 |
|
|
2023
Q4 | $417K | Buy |
16,300
+1,552
| +11% | +$39.2K | ﹤0.01% | 1992 |
|
|
2023
Q3 | $357K | Sell |
14,748
-1,904
| -11% | -$54.4K | ﹤0.01% | 2012 |
|
|
2023
Q2 | $489K | Sell |
16,652
-27,048
| -62% | -$749K | ﹤0.01% | 1964 |
|
|
2023
Q1 | $1.17M | Sell |
43,700
-7,071
| -14% | -$213K | ﹤0.01% | 1836 |
|
|
2022
Q4 | $1.58M | Sell |
50,771
-21,378
| -30% | -$610K | ﹤0.01% | 1800 |
|
|
2022
Q3 | $1.76M | Sell |
72,149
-90,587
| -56% | -$2.49M | ﹤0.01% | 1738 |
|
|
2022
Q2 | $4.09M | Buy |
162,736
+137,930
| +556% | +$3.85M | ﹤0.01% | 1621 |
|
|
2022
Q1 | $721K | Buy |
24,806
+1,067
| +4% | +$28.1K | ﹤0.01% | 2043 |
|
|
2021
Q4 | $622K | Sell |
23,739
-6,152
| -21% | -$158K | ﹤0.01% | 2077 |
|
|
2021
Q3 | $708K | Buy |
29,891
+6,345
| +27% | +$156K | ﹤0.01% | 2082 |
|
|
2021
Q2 | $602K | Sell |
23,546
-7,038
| -23% | -$164K | ﹤0.01% | 2161 |
|
|
2021
Q1 | $702K | Sell |
30,584
-5,185
| -14% | -$101K | ﹤0.01% | 2068 |
|
|
2020
Q4 | $646K | Buy |
35,769
+14,838
| +71% | +$258K | ﹤0.01% | 2044 |
|
|
2020
Q3 | $363K | Sell |
20,931
-3,437
| -14% | -$63.4K | ﹤0.01% | 2084 |
|
|
2020
Q2 | $506K | Buy |
24,368
+10,321
| +73% | +$181K | ﹤0.01% | 1968 |
|
|
2020
Q1 | $197K | Sell |
14,047
-244
| -2% | -$3.63K | ﹤0.01% | 2065 |
|
|
2019
Q4 | $240K | Sell |
14,291
-2,314
| -14% | -$38.8K | ﹤0.01% | 2095 |
|
|
2019
Q3 | $275K | Buy |
16,605
+2,977
| +22% | +$47.8K | ﹤0.01% | 2068 |
|
|
2019
Q2 | $240K | Buy |
13,628
+936
| +7% | +$17.9K | ﹤0.01% | 2111 |
|
|
2019
Q1 | $245K | Buy |
12,692
+197
| +2% | +$4.08K | ﹤0.01% | 2088 |
|
|
2018
Q4 | $211K | Sell |
12,495
-6,009
| -32% | -$111K | ﹤0.01% | 2121 |
|
|
2018
Q3 | $442K | Buy |
18,504
+4,075
| +28% | +$103K | ﹤0.01% | 1982 |
|
|
2018
Q2 | $361K | Buy |
+14,429
| New | +$358K | ﹤0.01% | 2032 |
|
|
2018
Q1 | – | Sell |
-9,634
| Closed | -$203K | – | 2212 |
|
|
2017
Q4 | $203K | Buy |
+9,634
| New | +$203K | ﹤0.01% | 2137 |
|
|
2017
Q3 | – | Sell |
-10,927
| Closed | -$199K | – | 2207 |
|
|
2017
Q2 | $199K | Buy |
+10,927
| New | +$197K | ﹤0.01% | 2138 |
|
Other funds holding BOX
Principal Financial Group's BOX Position: Q2 2026 in Review
Principal Financial Group increased its Box (BOX) stake by 1.2% in Q2 2026, buying an estimated $298K and bringing the position to 1,022,862 shares worth $27.1M. The position accounts for 0.01% of the portfolio, ranked #804.
Principal Financial Group first reported a position in BOX in Q2 2017 and has held it in 35 quarters since. The position peaked at $27.4M in Q4 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.
- Principal Financial Group held 1,022,862 shares of Box worth $27.1M as of Q2 2026.
- Principal Financial Group bought 11,941 Box shares in Q2 2026, an estimated $298K.
- Box made up 0.01% of Principal Financial Group's portfolio in Q2 2026, its #804 holding.
- Principal Financial Group first reported a position in Box in Q2 2017 and has held it in 35 quarters since.
- Principal Financial Group's Box position peaked at $27.4M in Q4 2025.
- 394 funds tracked by Wall St. Rank held Box as of Q2 2026.
Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.