TopTier Wealth Management’s Box BOX Stock Holding History

TopTier 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	–	Sell	-22	Closed	-$520	–	199
2026 Q1	$520	Buy	+22	New	+$554	﹤0.01%	588

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

TopTier Wealth Management sold out of Box (BOX) in Q2 2026, closing a stake of 22 shares — an estimated $520 sold.

TopTier Wealth Management first reported a position in BOX in Q1 2026 and held it in 1 quarter. The position peaked at $520 in Q1 2026. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

TopTier Wealth Management reported no remaining Box position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 22 Box shares in Q2 2026, an estimated $520.
TopTier Wealth Management first reported a position in Box in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Box position peaked at $520 in Q1 2026.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

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