Tealwood Asset Management’s Box BOX Stock Holding History

Tealwood 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 Q2	$1.17M	Buy	44,234 +277	+0.6%	+$6.91K	0.45%	107
2026 Q1	$1.04M	Buy	43,957 +314	+0.7%	+$7.9K	0.47%	102
2025 Q4	$1.3M	Sell	43,643 -1,007	-2%	-$31.6K	0.59%	90
2025 Q3	$1.44M	Sell	44,650 -1,297	-3%	-$42K	0.58%	89
2025 Q2	$1.57M	Sell	45,947 -471	-1%	-$15.4K	0.7%	67
2025 Q1	$1.43M	Sell	46,418 -1,148	-2%	-$37.2K	0.66%	68
2024 Q4	$1.5M	Buy	47,566 +107	+0.2%	+$3.51K	0.62%	75
2024 Q3	$1.55M	Sell	47,459 -323	-0.7%	-$9.42K	0.68%	72
2024 Q2	$1.26M	Buy	47,782 +19	+0%	+$506	0.76%	67
2024 Q1	$1.35M	Sell	47,763 -730	-2%	-$19.6K	0.61%	84
2023 Q4	$1.24M	Sell	48,493 -1,086	-2%	-$27.5K	0.59%	86
2023 Q3	$1.2M	Sell	49,579 -1,159	-2%	-$33.1K	0.62%	79
2023 Q2	$1.49M	Sell	50,738 -1,756	-3%	-$48.6K	0.72%	59
2023 Q1	$1.41M	Sell	52,494 -627	-1%	-$18.9K	0.72%	55
2022 Q4	$1.65M	Sell	53,121 -5,545	-9%	-$158K	0.86%	37
2022 Q3	$1.43M	Sell	58,666 -226	-0.4%	-$6.22K	0.77%	47
2022 Q2	$1.48M	Sell	58,892 -2,421	-4%	-$67.6K	0.73%	46
2022 Q1	$1.78M	Sell	61,313 -1,553	-2%	-$40.9K	0.76%	43
2021 Q4	$1.65M	Sell	62,866 -1,981	-3%	-$51K	0.66%	63
2021 Q3	$1.53M	Buy	+64,847	New	+$1.59M	0.62%	62
2021 Q1	$1.63M	Buy	71,088 +669	+1%	+$13K	0.65%	54
2020 Q4	$1.27M	Buy	+70,419	New	+$1.23M	0.6%	85

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 Stockholm, Sweden $35.1B AUM 47.76% 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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Tealwood Asset Management's BOX Position: Q2 2026 in Review

Tealwood Asset Management increased its Box (BOX) stake by 0.63% in Q2 2026, buying an estimated $6.91K and bringing the position to 44,234 shares worth $1.17M. The position accounts for 0.45% of the portfolio, ranked #107.

Tealwood Asset Management first reported a position in BOX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.78M in Q1 2022. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Tealwood Asset Management held 44,234 shares of Box worth $1.17M as of Q2 2026.
Tealwood Asset Management bought 277 Box shares in Q2 2026, an estimated $6.91K.
Box made up 0.45% of Tealwood Asset Management's portfolio in Q2 2026, its #107 holding.
Tealwood Asset Management first reported a position in Box in Q4 2020 and has held it in 22 quarters since.
Tealwood Asset Management's Box position peaked at $1.78M in Q1 2022.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Tealwood Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.