Wolff Wiese Magana’s Box BOX Stock Holding History

Wolff Wiese Magana’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	$6.87K	Hold	259	–	–	﹤0.01%	571
2026 Q1	$6.12K	Hold	259	–	–	﹤0.01%	561
2025 Q4	$7.75K	Hold	259	–	–	﹤0.01%	490
2025 Q3	$8.36K	Hold	259	–	–	﹤0.01%	481
2025 Q2	$8.85K	Hold	259	–	–	0.01%	444
2025 Q1	$7.99K	Sell	259 -468	-64%	-$15.2K	0.01%	452
2024 Q4	$23K	Hold	727	–	–	0.02%	278
2024 Q3	$23.8K	Buy	+727	New	+$21.2K	0.02%	277

Other funds holding BOX

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AAP

Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TAM

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Wolff Wiese Magana's BOX Position: Q2 2026 in Review

Wolff Wiese Magana held its Box (BOX) position steady in Q2 2026 at 259 shares worth $6.87K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Wolff Wiese Magana first reported a position in BOX in Q3 2024 and has held it in 8 quarters since. The position peaked at $23.8K in Q3 2024. 43 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Wolff Wiese Magana held 259 shares of Box worth $6.87K as of Q2 2026.
Wolff Wiese Magana left its Box share count unchanged in Q2 2026.
Box made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #571 holding.
Wolff Wiese Magana first reported a position in Box in Q3 2024 and has held it in 8 quarters since.
Wolff Wiese Magana's Box position peaked at $23.8K in Q3 2024.
43 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.