VA
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Vident Advisory’s Box BOX Stock Holding History

Vident Advisory’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
-12,652
Closed -$299K – 1942
2026
Q1 		$299K Sell
12,652
-6,608
-34% -$166K ﹤0.01% 1505
2025
Q4 		$576K Sell
19,260
-3,982
-17% -$125K 0.01% 1094
2025
Q3 		$750K Buy
23,242
+253
+1% +$8.19K 0.01% 969
2025
Q2 		$786K Sell
22,989
-6,135
-21% -$201K 0.01% 837
2025
Q1 		$899K Sell
29,124
-87,538
-75% -$2.84M 0.01% 766
2024
Q4 		$3.69M Buy
116,662
+15,475
+15% +$508K 0.06% 274
2024
Q3 		$3.31M Buy
+101,187
New +$2.95M 0.08% 251

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 $3.38T AUM 44.17% 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

Vident Advisory's BOX Position: Q2 2026 in Review

Vident Advisory sold out of Box (BOX) in Q2 2026, closing a stake of 12,652 shares — an estimated $299K sold.

Vident Advisory first reported a position in BOX in Q3 2024 and held it in 7 quarters. The position peaked at $3.69M in Q4 2024. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Vident Advisory reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Vident Advisory sold 12,652 Box shares in Q2 2026, an estimated $299K.
  • Vident Advisory first reported a position in Box in Q3 2024 and held it in 7 quarters.
  • Vident Advisory's Box position peaked at $3.69M in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.