Wellington Management Group’s Box BOX Stock Holding History

Wellington Management Group’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	$13.7M	Buy	515,932 +505,820	+5,002%	+$12.6M	﹤0.01%	1207
2026 Q1	$239K	Buy	+10,112	New	+$254K	﹤0.01%	1825
2023 Q3	–	Sell	-466,865	Closed	-$13.7M	–	1814
2023 Q2	$13.7M	Buy	466,865 +78,100	+20%	+$2.16M	﹤0.01%	1030
2023 Q1	$10.4M	Sell	388,765 -8,995	-2%	-$271K	﹤0.01%	1095
2022 Q4	$12.4M	Sell	397,760 -36,196	-8%	-$1.03M	﹤0.01%	1030
2022 Q3	$10.6M	Sell	433,956 -256,216	-37%	-$7.05M	﹤0.01%	1092
2022 Q2	$17.4M	Buy	690,172 +198,025	+40%	+$5.53M	﹤0.01%	975
2022 Q1	$14.3M	Sell	492,147 -22,200	-4%	-$584K	﹤0.01%	1103
2021 Q4	$13.5M	Buy	514,347 +29,060	+6%	+$749K	﹤0.01%	1176
2021 Q3	$11.5M	Sell	485,287 -46,392	-9%	-$1.14M	﹤0.01%	1235
2021 Q2	$13.6M	Buy	531,679 +162,390	+44%	+$3.78M	﹤0.01%	1189
2021 Q1	$8.48M	Buy	369,289 +355,502	+2,579%	+$6.92M	﹤0.01%	1281
2020 Q4	$249K	Buy	+13,787	New	+$240K	﹤0.01%	1859
2018 Q4	–	Sell	-86,427	Closed	-$2.07M	–	2054
2018 Q3	$2.07M	Buy	+86,427	New	+$2.18M	﹤0.01%	1701
2017 Q2	–	Sell	-289,194	Closed	-$4.72M	–	2208
2017 Q1	$4.72M	Buy	+289,194	New	+$4.89M	﹤0.01%	1468

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group's BOX Position: Q2 2026 in Review

Wellington Management Group increased its Box (BOX) stake by 5,002% in Q2 2026, buying an estimated $12.6M and bringing the position to 515,932 shares worth $13.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Wellington Management Group first reported a position in BOX in Q1 2017 and has held it in 15 quarters since. The position peaked at $17.4M in Q2 2022. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Wellington Management Group held 515,932 shares of Box worth $13.7M as of Q2 2026.
Wellington Management Group bought 505,820 Box shares in Q2 2026, an estimated $12.6M.
Box made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1207 holding.
Wellington Management Group first reported a position in Box in Q1 2017 and has held it in 15 quarters since.
Wellington Management Group's Box position peaked at $17.4M in Q2 2022.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.