RAFFA WEALTH MANAGEMENT, LLC’s Box BOX Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$27	Hold	1	–	–	﹤0.01%	1558
2026 Q1	$24	Buy	+1	New	+$25	﹤0.01%	1475
2025 Q3	–	Sell	-350	Closed	-$12K	–	1177
2025 Q2	$12K	Buy	+350	New	+$11.5K	﹤0.01%	342
2022 Q3	–	Sell	-39	Closed	-$980	–	1170
2022 Q2	$980	Hold	39	–	–	﹤0.01%	825
2022 Q1	$1.13K	Buy	+39	New	+$1.03K	﹤0.01%	818

Other funds holding BOX

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's BOX Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Box (BOX) position steady in Q2 2026 at 1 share worth $27. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in BOX in Q1 2022 and has held it in 5 quarters since. The position peaked at $12K in Q2 2025. 97 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Box worth $27 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its Box share count unchanged in Q2 2026.
Box made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1558 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Box in Q1 2022 and has held it in 5 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Box position peaked at $12K in Q2 2025.
97 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.