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Rothschild Investment LLC’s Box BOX Stock Holding History

Rothschild Investment LLC’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 		$2.5K Sell
94
-81
-46% -$2.02K ﹤0.01% 2662
2026
Q1 		$4.14K Buy
175
+90
+106% +$2.27K ﹤0.01% 2151
2025
Q4 		$2.54K Sell
85
-65
-43% -$2.04K ﹤0.01% 2244
2025
Q3 		$4.84K Sell
150
-65
-30% -$2.1K ﹤0.01% 1726
2025
Q2 		$7.35K Buy
215
+30
+16% +$984 ﹤0.01% 1336
2025
Q1 		$5.71K Buy
185
+75
+68% +$2.43K ﹤0.01% 1379
2024
Q4 		$3.48K Sell
110
-10
-8% -$328 ﹤0.01% 1497
2024
Q3 		$3.93K Buy
120
+115
+2,300% +$3.35K ﹤0.01% 1383
2024
Q2 		$132 Sell
5
-5
-50% -$133 ﹤0.01% 2622
2024
Q1 		$283 Buy
+10
New +$269 ﹤0.01% 1585

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 40.91% 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

Rothschild Investment LLC's BOX Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Box (BOX) stake by 46% in Q2 2026, selling an estimated $2.02K and leaving 94 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Rothschild Investment LLC first reported a position in BOX in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.35K in Q2 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Rothschild Investment LLC held 94 shares of Box worth $2.5K as of Q2 2026.
  • Rothschild Investment LLC sold 81 Box shares in Q2 2026, an estimated $2.02K.
  • Box made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2662 holding.
  • Rothschild Investment LLC first reported a position in Box in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Box position peaked at $7.35K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.