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Spire Wealth Management’s Box BOX Stock Holding History

Spire 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 		$2.79K Buy
105
+5
+5% +$125 ﹤0.01% 1945
2026
Q1 		$2.36K Sell
100
-10
-9% -$252 ﹤0.01% 2012
2025
Q4 		$3.29K Sell
110
-2
-2% -$63 ﹤0.01% 1991
2025
Q3 		$3.61K Hold
112
– – ﹤0.01% 2037
2025
Q2 		$3.83K Sell
112
-446
-80% -$14.6K ﹤0.01% 2026
2025
Q1 		$17.2K Buy
558
+348
+166% +$11.3K ﹤0.01% 1659
2024
Q4 		$6.64K Hold
210
– – ﹤0.01% 1972
2024
Q3 		$6.87K Sell
210
-787
-79% -$23K ﹤0.01% 1742
2024
Q2 		$26.4K Buy
997
+10
+1% +$267 ﹤0.01% 1343
2024
Q1 		$28K Hold
987
– – ﹤0.01% 1408
2023
Q4 		$25.9K Sell
987
-1,000
-50% -$25.3K ﹤0.01% 1443
2023
Q3 		$48.1K Buy
1,987
+100
+5% +$2.86K ﹤0.01% 1183
2023
Q2 		$55.4K Hold
1,887
– – ﹤0.01% 1155
2023
Q1 		$50.6K Buy
1,887
+787
+72% +$23.7K ﹤0.01% 1200
2022
Q4 		$34K Hold
1,100
– – ﹤0.01% 1129
2022
Q3 		$27K Hold
1,100
– – ﹤0.01% 1200
2022
Q2 		$28K Hold
1,100
– – ﹤0.01% 1522
2022
Q1 		$32K Buy
1,100
+1,000
+1,000% +$26.3K ﹤0.01% 1616
2021
Q4 		$3K Sell
100
-425
-81% -$10.9K ﹤0.01% 2679
2021
Q3 		$12K Buy
525
+400
+320% +$9.82K ﹤0.01% 2027
2021
Q2 		$3K Sell
125
-200
-62% -$4.66K ﹤0.01% 2403
2021
Q1 		$7K Buy
+325
New +$6.33K ﹤0.01% 2509

Other funds holding BOX

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

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

Spire Wealth Management increased its Box (BOX) stake by 5% in Q2 2026, buying an estimated $125 and bringing the position to 105 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Spire Wealth Management first reported a position in BOX in Q1 2021 and has held it in 22 quarters since. The position peaked at $55.4K in Q2 2023. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Spire Wealth Management held 105 shares of Box worth $2.79K as of Q2 2026.
  • Spire Wealth Management bought 5 Box shares in Q2 2026, an estimated $125.
  • Box made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1945 holding.
  • Spire Wealth Management first reported a position in Box in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Box position peaked at $55.4K in Q2 2023.
  • 43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.