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WealthCollab’s Box BOX Stock Holding History

WealthCollab’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 		$17.8K Sell
671
-299
-31% -$7.46K 0.01% 446
2026
Q1 		$22.9K Buy
970
+823
+560% +$20.7K 0.01% 344
2025
Q4 		$4.4K Hold
147
– – ﹤0.01% 749
2025
Q3 		$4.74K Hold
147
– – ﹤0.01% 683
2025
Q2 		$5.02K Hold
147
– – ﹤0.01% 639
2025
Q1 		$4.54K Hold
147
– – ﹤0.01% 640
2024
Q4 		$4.65K Hold
147
– – ﹤0.01% 611
2024
Q3 		$4.81K Hold
147
– – ﹤0.01% 619
2024
Q2 		$3.89K Hold
147
– – ﹤0.01% 645
2024
Q1 		$4.16K Hold
147
– – ﹤0.01% 631
2023
Q4 		$3.77K Buy
+147
New +$3.72K ﹤0.01% 632

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

WealthCollab's BOX Position: Q2 2026 in Review

WealthCollab reduced its Box (BOX) stake by 31% in Q2 2026, selling an estimated $7.46K and leaving 671 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #446.

WealthCollab first reported a position in BOX in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.9K in Q1 2026. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • WealthCollab held 671 shares of Box worth $17.8K as of Q2 2026.
  • WealthCollab sold 299 Box shares in Q2 2026, an estimated $7.46K.
  • Box made up 0.01% of WealthCollab's portfolio in Q2 2026, its #446 holding.
  • WealthCollab first reported a position in Box in Q4 2023 and has held it in 11 quarters since.
  • WealthCollab's Box position peaked at $22.9K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.