PWMG
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Private Wealth Management Group’s Box BOX Stock Holding History

Private Wealth Management 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
-42
Closed -$1.26K – 1449
2025
Q4 		$1.26K Hold
42
– – ﹤0.01% 1210
2025
Q3 		$1.36K Hold
42
– – ﹤0.01% 1204
2025
Q2 		$1.44K Hold
42
– – ﹤0.01% 1184
2025
Q1 		$1.3K Hold
42
– – ﹤0.01% 1197
2024
Q4 		$1.33K Hold
42
– – ﹤0.01% 1219
2024
Q3 		$1.38K Hold
42
– – ﹤0.01% 1195
2024
Q2 		$1.11K Buy
+42
New +$1.12K ﹤0.01% 1243

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Private Wealth Management Group's BOX Position: Q1 2026 in Review

Private Wealth Management Group sold out of Box (BOX) in Q1 2026, closing a stake of 42 shares — an estimated $1.26K sold.

Private Wealth Management Group first reported a position in BOX in Q2 2024 and held it in 7 quarters. The position peaked at $1.44K in Q2 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Private Wealth Management Group reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 42 Box shares in Q1 2026, an estimated $1.26K.
  • Private Wealth Management Group first reported a position in Box in Q2 2024 and held it in 7 quarters.
  • Private Wealth Management Group's Box position peaked at $1.44K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.