Position in BOX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$776,825
+$265,965 QoQ
Shares Held
29,270
+35.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 390 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $1,642,495,814 across 78 Software - Infrastructure names. BOX ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,702,786 | $1,008,193,233 | |
| 2 | PANW |
Palo Alto Networks Inc
|
339,398 | $115,741,505 | |
| 3 | ORCL |
Oracle Corp
|
694,940 | $101,843,457 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,507,496 | $71,901,906 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
492,831 | $57,498,592 | |
| 6 | FTNT |
Fortinet, Inc.
|
274,918 | $42,232,903 | |
| 7 | VRSN |
Verisign Inc/Ca
|
150,834 | $37,943,801 | |
| 8 | AKAM |
Akamai Technologies Inc
|
145,054 | $17,146,833 |
All Filings in BOX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,825 | 29,270 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $510,860 | 21,610 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $196,418 | 6,567 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $278,619 | 8,634 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $262,596 | 7,685 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $225,213 | 7,127 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $211,043 | 6,448 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||