RWM
BOX icon

Rialto Wealth Management’s Box BOX Stock Holding History

Rialto Wealth Management’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 		$521 Buy
22
+16
+267% +$403 ﹤0.01% 1347
2025
Q4 		$180 Hold
6
– – ﹤0.01% 1540
2025
Q3 		$194 Buy
6
+3
+100% +$97 ﹤0.01% 1498
2025
Q2 		$103 Buy
+3
New +$98 ﹤0.01% 1525

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

Rialto Wealth Management's BOX Position: Q1 2026 in Review

Rialto Wealth Management increased its Box (BOX) stake by 267% in Q1 2026, buying an estimated $403 and bringing the position to 22 shares worth $521. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Rialto Wealth Management first reported a position in BOX in Q2 2025 and has held it in 4 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Rialto Wealth Management held 22 shares of Box worth $521 as of Q1 2026.
  • Rialto Wealth Management bought 16 Box shares in Q1 2026, an estimated $403.
  • Box made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1347 holding.
  • Rialto Wealth Management first reported a position in Box in Q2 2025 and has held it in 4 quarters since.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.