Salomon & Ludwin
BOX icon

Salomon & Ludwin’s Box BOX Stock Holding History

Salomon & Ludwin’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
Q3 		$29K Sell
867
-6
-0.7% -$193 ﹤0.01% 726
2026
Q2 		$24K Sell
873
-1,045
-54% -$26.1K ﹤0.01% 1009
2026
Q1 		$46.1K Buy
1,918
+535
+39% +$13.5K ﹤0.01% 524
2025
Q4 		$39.5K Buy
1,383
+376
+37% +$11.8K ﹤0.01% 489
2025
Q3 		$32.4K Buy
+1,007
New +$32.6K ﹤0.01% 536

Other funds holding BOX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Salomon & Ludwin's BOX Position: Q3 2026 in Review

Salomon & Ludwin reduced its Box (BOX) stake by 0.69% in Q3 2026, selling an estimated $193 and leaving 867 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Salomon & Ludwin first reported a position in BOX in Q3 2025 and has held it in 5 quarters since. The position peaked at $46.1K in Q1 2026. 216 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Salomon & Ludwin held 867 shares of Box worth $29K as of Q3 2026.
  • Salomon & Ludwin sold 6 Box shares in Q3 2026, an estimated $193.
  • Box made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #726 holding.
  • Salomon & Ludwin first reported a position in Box in Q3 2025 and has held it in 5 quarters since.
  • Salomon & Ludwin's Box position peaked at $46.1K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.