True Wealth Design’s Box BOX Stock Holding History

True Wealth Design’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	$3.03K	Buy	114 +99	+660%	+$2.47K	﹤0.01%	1536
2026 Q1	$355	Buy	+15	New	+$377	﹤0.01%	2168
2025 Q4	–	Sell	-32	Closed	-$1.03K	–	2592
2025 Q3	$1.03K	Buy	32 +19	+146%	+$615	﹤0.01%	1733
2025 Q2	$445	Hold	13	–	–	﹤0.01%	1794
2025 Q1	$402	Buy	+13	New	+$421	﹤0.01%	1642

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

True Wealth Design's BOX Position: Q2 2026 in Review

True Wealth Design increased its Box (BOX) stake by 660% in Q2 2026, buying an estimated $2.47K and bringing the position to 114 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

True Wealth Design first reported a position in BOX in Q1 2025 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

True Wealth Design held 114 shares of Box worth $3.03K as of Q2 2026.
True Wealth Design bought 99 Box shares in Q2 2026, an estimated $2.47K.
Box made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1536 holding.
True Wealth Design first reported a position in Box in Q1 2025 and has held it in 5 quarters since.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.