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Vermillion & White Wealth Management Group’s Box BOX Stock Holding History

Vermillion & White Wealth Management Group’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
-128
Closed -$3.83K – 127
2025
Q4 		$3.83K Hold
128
– – ﹤0.01% 447
2025
Q3 		$4.13K Hold
128
– – ﹤0.01% 450
2025
Q2 		$4.37K Buy
128
+2
+2% +$66 ﹤0.01% 388
2025
Q1 		$3.89K Buy
+126
New +$4.08K ﹤0.01% 385

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Vermillion & White Wealth Management Group's BOX Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Box (BOX) in Q1 2026, closing a stake of 128 shares — an estimated $3.83K sold.

Vermillion & White Wealth Management Group first reported a position in BOX in Q1 2025 and held it in 4 quarters. The position peaked at $4.37K in Q2 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 128 Box shares in Q1 2026, an estimated $3.83K.
  • Vermillion & White Wealth Management Group first reported a position in Box in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Box position peaked at $4.37K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.