WA
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WPG Advisers’s Box BOX Stock Holding History

WPG Advisers’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 		$1.99K Hold
75
– – ﹤0.01% 1197
2026
Q1 		$1.77K Hold
75
– – ﹤0.01% 1112
2025
Q4 		$2.24K Buy
+75
New +$2.35K ﹤0.01% 1108
2025
Q3 		– Sell
-49
Closed -$1.67K – 1453
2025
Q2 		$1.67K Buy
+49
New +$1.61K ﹤0.01% 1162

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

WPG Advisers's BOX Position: Q2 2026 in Review

WPG Advisers held its Box (BOX) position steady in Q2 2026 at 75 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

WPG Advisers first reported a position in BOX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.24K in Q4 2025. 174 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • WPG Advisers held 75 shares of Box worth $1.99K as of Q2 2026.
  • WPG Advisers left its Box share count unchanged in Q2 2026.
  • Box made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #1197 holding.
  • WPG Advisers first reported a position in Box in Q2 2025 and has held it in 4 quarters since.
  • WPG Advisers's Box position peaked at $2.24K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.