TWPM
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Total Wealth Planning & Management’s Box BOX Stock Holding History

Total Wealth Planning & 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 		– Sell
-6,769
Closed -$202K – 209
2025
Q4 		$202K Buy
+6,769
New +$212K 0.15% 196

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

Total Wealth Planning & Management's BOX Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Box (BOX) in Q1 2026, closing a stake of 6,769 shares — an estimated $202K sold.

Total Wealth Planning & Management first reported a position in BOX in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 6,769 Box shares in Q1 2026, an estimated $202K.
  • Total Wealth Planning & Management first reported a position in Box in Q4 2025 and held it in 1 quarter.
  • Total Wealth Planning & Management's Box position peaked at $202K in Q4 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.