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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

WealthCollab's BOX Position: Q1 2026 in Review

WealthCollab increased its Box (BOX) stake by 560% in Q1 2026, buying an estimated $20.7K and bringing the position to 970 shares worth $22.9K. The position accounts for 0.01% of the portfolio, ranked #344.

WealthCollab first reported a position in BOX in Q4 2023 and has held it in 10 quarters since. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • WealthCollab held 970 shares of Box worth $22.9K as of Q1 2026.
  • WealthCollab bought 823 Box shares in Q1 2026, an estimated $20.7K.
  • Box made up 0.01% of WealthCollab's portfolio in Q1 2026, its #344 holding.
  • WealthCollab first reported a position in Box in Q4 2023 and has held it in 10 quarters since.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on WealthCollab's 13F filing for Q1 2026, filed 13 May 2026.