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Twin Peaks Wealth Advisors’s Box BOX Stock Holding History

Twin Peaks Wealth Advisors’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
-117
Closed -$2.77K – 496
2026
Q1 		$2.77K Buy
+117
New +$2.94K ﹤0.01% 1602
2025
Q3 		– Sell
-563
Closed -$17.5K – 429
2025
Q2 		$17.5K Buy
+563
New +$18.5K 0.01% 653

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Twin Peaks Wealth Advisors's BOX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Box (BOX) in Q2 2026, closing a stake of 117 shares — an estimated $2.77K sold.

Twin Peaks Wealth Advisors first reported a position in BOX in Q2 2025 and held it in 2 quarters. The position peaked at $17.5K in Q2 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 117 Box shares in Q2 2026, an estimated $2.77K.
  • Twin Peaks Wealth Advisors first reported a position in Box in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Box position peaked at $17.5K in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.