Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$85.4K Sell
3,614
-64
-2% -$1.61K 0.02% 408
2025
Q4
$110K Sell
3,678
-531
-13% -$16.7K 0.02% 330
2025
Q3
$136K Sell
4,209
-1,454
-26% -$47.1K 0.02% 312
2025
Q2
$194K Sell
5,663
-588
-9% -$19.3K 0.04% 244
2025
Q1
$193K Sell
6,251
-497
-7% -$16.1K 0.04% 245
2024
Q4
$213K Hold
6,748
0.05% 211
2024
Q3
$221K Buy
+6,748
New +$197K 0.06% 209
2024
Q2
Sell
-5,811
Closed -$165K 286
2024
Q1
$165K Sell
5,811
-546
-9% -$14.7K 0.06% 250
2023
Q4
$163K Sell
6,357
-614
-9% -$15.5K 0.07% 227
2023
Q3
$169K Sell
6,971
-617
-8% -$17.6K 0.09% 195
2023
Q2
$223K Sell
7,588
-760
-9% -$21K 0.11% 168
2023
Q1
$224K Sell
8,348
-3,576
-30% -$108K 0.12% 146
2022
Q4
$371K Sell
11,924
-8,646
-42% -$247K 0.21% 94
2022
Q3
$502K Sell
20,570
-365
-2% -$10K 0.32% 77
2022
Q2
$526K Sell
20,935
-1,556
-7% -$43.5K 0.31% 71
2022
Q1
$654K Sell
22,491
-1,361
-6% -$35.8K 0.36% 68
2021
Q4
$625K Buy
23,852
+729
+3% +$18.8K 0.31% 79
2021
Q3
$547K Buy
23,123
+631
+3% +$15.5K 0.3% 82
2021
Q2
$575K Sell
22,492
-194
-0.9% -$4.52K 0.32% 78
2021
Q1
$521K Buy
22,686
+4,675
+26% +$91K 0.29% 90
2020
Q4
$325K Buy
18,011
+1,647
+10% +$28.7K 0.23% 125
2020
Q3
$284K Buy
16,364
+6,904
+73% +$127K 0.26% 110
2020
Q2
$196K Buy
9,460
+4,377
+86% +$76.9K 0.2% 95
2020
Q1
$71K Buy
+5,083
New +$75.6K 0.09% 149
2019
Q4
Sell
-3,950
Closed -$65K 201
2019
Q3
$65K Buy
3,950
+1,000
+34% +$16K 0.04% 228
2019
Q2
$52K Buy
+2,950
New +$56.4K 0.04% 271
2018
Q3
$2K Buy
+100
New +$2.52K ﹤0.01% 796

Other funds holding BOX

Truvestments Capital's BOX Position: Q1 2026 in Review

Truvestments Capital reduced its Box (BOX) stake by 1.7% in Q1 2026, selling an estimated $1.61K and leaving 3,614 shares worth $85.4K. The position accounts for 0.02% of the portfolio, ranked #408.

Truvestments Capital first reported a position in BOX in Q3 2018 and has held it in 27 quarters since. The position peaked at $654K in Q1 2022. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Truvestments Capital held 3,614 shares of Box worth $85.4K as of Q1 2026.
  • Truvestments Capital sold 64 Box shares in Q1 2026, an estimated $1.61K.
  • Box made up 0.02% of Truvestments Capital's portfolio in Q1 2026, its #408 holding.
  • Truvestments Capital first reported a position in Box in Q3 2018 and has held it in 27 quarters since.
  • Truvestments Capital's Box position peaked at $654K in Q1 2022.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.