Focus Partners Wealth

Position in BOX — Box Inc

CIK 1542153 ST LOUIS, MO

Position in BOX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$3,381,222

+$506,102 QoQ

Shares Held

127,401

+4.8% QoQ

Ownership

0.092%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#100

of 391 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

Focus Partners Wealth holds $2,578,695,580 across 55 Software - Infrastructure names. BOX ranks #22 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	5,084,517	$1,896,626,531
2	PANW	Palo Alto Networks Inc	650,687	$221,897,280
3	ORCL	Oracle Corp	711,051	$104,204,524
4	PLTR	Palantir Technologies Inc.	722,270	$84,267,240
5	CRWD	CrowdStrike Holdings, Inc.	283,812	$54,147,072
6	OKTA	Okta, Inc.	228,582	$31,190,013
7	AKAM	Akamai Technologies Inc	185,380	$21,913,769
8	SNPS	Synopsys Inc	41,678	$18,591,305

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,381,222	127,401	+4.8%	Shares	Sole	2026-08-12
2026-03-31	$2,875,120	121,621	-0.7%	Shares	Sole	2026-05-15
2025-12-31	$3,662,240	122,442	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$4,013,839	124,383	-0.9%	Shares	Sole	2025-11-14
2025-06-30	$4,289,086	125,522	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$3,851,605	124,809	+0.2%	Shares	Sole	2025-05-20
2024-12-31	$3,934,136	124,498	+2.3%	Shares	Sole	2025-05-20
2024-09-30	$3,982,651	121,682	+1.3%	Shares	Sole	2024-11-14
2024-06-30	$3,177,321	120,171	+2.2%	Shares	Sole	2024-08-15
2024-03-31	$3,328,874	117,545	+12.5%	Shares	Sole	2024-05-16
2023-12-31	$2,676,552	104,512	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.