Total Wealth Planning & Management’s Box BOX Stock Holding History
Bought
Maintained
Sold
Other funds holding BOX
Total Wealth Planning & Management's BOX Position: Q2 2026 in Review
Total Wealth Planning & Management opened a new position in Box (BOX) in Q2 2026: 10,054 shares worth $267K. The stake represents 0.18% of the portfolio and ranks #181 among its holdings. This is a return to the name: Total Wealth Planning & Management previously reported a position in BOX as recently as Q4 2025.
Total Wealth Planning & Management first reported a position in BOX in Q4 2025 and has held it in 2 quarters since. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.
- Total Wealth Planning & Management held 10,054 shares of Box worth $267K as of Q2 2026.
- Box was a new Total Wealth Planning & Management position in Q2 2026.
- Box made up 0.18% of Total Wealth Planning & Management's portfolio in Q2 2026, its #181 holding.
- Total Wealth Planning & Management first reported a position in Box in Q4 2025 and has held it in 2 quarters since.
- 397 funds tracked by Wall St. Rank held Box as of Q2 2026.
Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.