Smith Group Asset Management’s Box BOX Stock Holding History

Smith Group Asset 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	$623K	Buy	26,343 +6,595	+33%	+$166K	0.03%	122
2025 Q4	$591K	Buy	19,748 +470	+2%	+$14.7K	0.03%	123
2025 Q3	$622K	Buy	19,278 +562	+3%	+$18.2K	0.04%	117
2025 Q2	$640K	Hold	18,716	–	–	0.04%	117
2025 Q1	$578K	Buy	18,716 +71	+0.4%	+$2.3K	0.04%	121
2024 Q4	$589K	Buy	18,645 +2,407	+15%	+$78.9K	0.04%	130
2024 Q3	$531K	Buy	16,238 +3,253	+25%	+$94.9K	0.04%	105
2024 Q2	$343K	Buy	12,985 +79	+0.6%	+$2.1K	0.03%	114
2024 Q1	$365K	Hold	12,906	–	–	0.02%	158
2023 Q4	$331K	Buy	+12,906	New	+$326K	0.02%	158
2022 Q1	$386K	Sell	13,277 -9,725	-42%	-$256K	0.02%	123
2021 Q4	$602K	Sell	23,002 -590	-3%	-$15.2K	0.03%	129
2021 Q3	$558K	Sell	23,592 -379	-2%	-$9.31K	0.03%	125
2021 Q2	$612K	Sell	23,971 -230	-1%	-$5.36K	0.03%	120
2021 Q1	$556K	Hold	24,201	–	–	0.03%	129
2020 Q4	$437K	Sell	24,201 -7,850	-24%	-$137K	0.03%	143
2020 Q3	$556K	Buy	+32,051	New	+$592K	0.03%	125

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Smith Group Asset Management's BOX Position: Q1 2026 in Review

Smith Group Asset Management increased its Box (BOX) stake by 33% in Q1 2026, buying an estimated $166K and bringing the position to 26,343 shares worth $623K. The position accounts for 0.03% of the portfolio, ranked #122.

Smith Group Asset Management first reported a position in BOX in Q3 2020 and has held it in 17 quarters since. The position peaked at $640K in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Smith Group Asset Management held 26,343 shares of Box worth $623K as of Q1 2026.
Smith Group Asset Management bought 6,595 Box shares in Q1 2026, an estimated $166K.
Box made up 0.03% of Smith Group Asset Management's portfolio in Q1 2026, its #122 holding.
Smith Group Asset Management first reported a position in Box in Q3 2020 and has held it in 17 quarters since.
Smith Group Asset Management's Box position peaked at $640K in Q2 2025.
398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Smith Group Asset Management's 13F filing for Q1 2026, filed 18 May 2026.