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Whipplewood Advisors’s Box BOX Stock Holding History

Whipplewood Advisors’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 		– Sell
-56
Closed -$1.32K – 692
2026
Q1 		$1.32K Buy
+56
New +$1.41K ﹤0.01% 845
2025
Q3 		– Sell
-56
Closed -$1.91K – 408
2025
Q2 		$1.91K Sell
56
-653
-92% -$21.4K ﹤0.01% 891
2025
Q1 		$1.73K Buy
709
+653
+1,166% +$21.2K ﹤0.01% 919
2024
Q4 		$1.77K Buy
+56
New +$1.84K ﹤0.01% 905

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

Whipplewood Advisors's BOX Position: Q2 2026 in Review

Whipplewood Advisors sold out of Box (BOX) in Q2 2026, closing a stake of 56 shares — an estimated $1.32K sold.

Whipplewood Advisors first reported a position in BOX in Q4 2024 and held it in 4 quarters. The position peaked at $1.91K in Q2 2025. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Whipplewood Advisors reported no remaining Box position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 56 Box shares in Q2 2026, an estimated $1.32K.
  • Whipplewood Advisors first reported a position in Box in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Box position peaked at $1.91K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.