Wealth Enhancement Advisory Services
BOX icon

Wealth Enhancement Advisory Services’s Box BOX Stock Holding History

Wealth Enhancement Advisory Services’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 		$399K Buy
29,270
+7,660
+35% +$191K ﹤0.01% 2913
2026
Q1 		$157K Buy
21,610
+15,043
+229% +$379K ﹤0.01% 3220
2025
Q4 		$200K Sell
6,567
-2,067
-24% -$64.8K ﹤0.01% 3273
2025
Q3 		$283K Buy
8,634
+949
+12% +$30.7K ﹤0.01% 2853
2025
Q2 		$256K Buy
+7,685
New +$252K ﹤0.01% 2777
2025
Q1 		– Sell
-7,127
Closed -$225K – 3006
2024
Q4 		$225K Buy
7,127
+679
+11% +$22.3K ﹤0.01% 2614
2024
Q3 		$211K Buy
+6,448
New +$188K ﹤0.01% 2419

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 40.91% 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

Wealth Enhancement Advisory Services's BOX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Box (BOX) stake by 35% in Q2 2026, buying an estimated $191K and bringing the position to 29,270 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #2913.

Wealth Enhancement Advisory Services first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 29,270 shares of Box worth $399K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,660 Box shares in Q2 2026, an estimated $191K.
  • Box made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2913 holding.
  • Wealth Enhancement Advisory Services first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.