SageView Advisory Group’s Box BOX Stock Holding History

SageView Advisory 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	-142	Closed	-$4.25K	–	833
2025 Q4	$4.25K	Buy	+142	New	+$4.46K	﹤0.01%	2010

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

SageView Advisory Group's BOX Position: Q1 2026 in Review

SageView Advisory Group sold out of Box (BOX) in Q1 2026, closing a stake of 142 shares — an estimated $4.25K sold.

SageView Advisory Group first reported a position in BOX in Q4 2025 and held it in 1 quarter. The position peaked at $4.25K in Q4 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

SageView Advisory Group reported no remaining Box position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 142 Box shares in Q1 2026, an estimated $4.25K.
SageView Advisory Group first reported a position in Box in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Box position peaked at $4.25K in Q4 2025.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.