RWM
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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
Q2 		$4.01K Buy
151
+129
+586% +$3.22K ﹤0.01% 837
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 $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 40.89% 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

Rialto Wealth Management's BOX Position: Q2 2026 in Review

Rialto Wealth Management increased its Box (BOX) stake by 586% in Q2 2026, buying an estimated $3.22K and bringing the position to 151 shares worth $4.01K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Rialto Wealth Management first reported a position in BOX in Q2 2025 and has held it in 5 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Rialto Wealth Management held 151 shares of Box worth $4.01K as of Q2 2026.
  • Rialto Wealth Management bought 129 Box shares in Q2 2026, an estimated $3.22K.
  • Box made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #837 holding.
  • Rialto Wealth Management first reported a position in Box in Q2 2025 and has held it in 5 quarters since.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.