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Summit Trail Advisors’s Box BOX Stock Holding History

Summit Trail Advisors’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 		$779K Buy
32,966
+5,158
+19% +$130K 0.01% 1022
2025
Q4 		$832K Sell
27,808
-482
-2% -$15.1K 0.01% 903
2025
Q3 		$913K Buy
28,290
+852
+3% +$27.6K 0.01% 882
2025
Q2 		$938K Sell
27,438
-66
-0.2% -$2.16K 0.02% 505
2025
Q1 		$849K Buy
27,504
+908
+3% +$29.4K 0.03% 182
2024
Q4 		$840K Buy
26,596
+6,017
+29% +$197K 0.03% 153
2024
Q3 		$674K Buy
20,579
+220
+1% +$6.42K 0.02% 336
2024
Q2 		$538K Buy
20,359
+265
+1% +$7.06K 0.01% 359
2024
Q1 		$569K Sell
20,094
-19,545
-49% -$525K 0.02% 312
2023
Q4 		$1.02M Buy
39,639
+25
+0.1% +$632 0.03% 175
2023
Q3 		$959K Sell
39,614
-8,130
-17% -$232K 0.04% 169
2023
Q2 		$1.4M Sell
47,744
-30
-0.1% -$831 0.05% 128
2023
Q1 		$1.28M Buy
47,774
+260
+0.5% +$7.83K 0.05% 107
2022
Q4 		$1.48M Sell
47,514
-6
-0% -$171 0.07% 98
2022
Q3 		$1.16M Sell
47,520
-69
-0.1% -$1.9K 0.06% 104
2022
Q2 		$1.2M Sell
47,589
-48,968
-51% -$1.37M 0.07% 108
2022
Q1 		$2.81M Buy
+96,557
New +$2.54M 0.23% 58
2018
Q3 		– Sell
-1,424
Closed -$36K – 305
2018
Q2 		$36K Buy
+1,424
New +$35.3K 0.01% 331

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Summit Trail Advisors's BOX Position: Q1 2026 in Review

Summit Trail Advisors increased its Box (BOX) stake by 19% in Q1 2026, buying an estimated $130K and bringing the position to 32,966 shares worth $779K. The position accounts for 0.01% of the portfolio, ranked #1022.

Summit Trail Advisors first reported a position in BOX in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.81M in Q1 2022. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Summit Trail Advisors held 32,966 shares of Box worth $779K as of Q1 2026.
  • Summit Trail Advisors bought 5,158 Box shares in Q1 2026, an estimated $130K.
  • Box made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1022 holding.
  • Summit Trail Advisors first reported a position in Box in Q2 2018 and has held it in 18 quarters since.
  • Summit Trail Advisors's Box position peaked at $2.81M in Q1 2022.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.