Position in BOX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$252,274
+$21,446 QoQ
Shares Held
9,506
-2.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 390 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BOX Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $694,510,793 across 25 Software - Infrastructure names. BOX ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,366,663 | $509,792,590 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
609,653 | $71,128,177 | |
| 3 | ORCL |
Oracle Corp
|
427,803 | $62,694,490 | |
| 4 | PANW |
Palo Alto Networks Inc
|
35,280 | $12,031,156 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
60,804 | $11,600,458 | |
| 6 | VRSN |
Verisign Inc/Ca
|
34,438 | $8,663,195 | |
| 7 | OKTA |
Okta, Inc.
|
36,782 | $5,018,877 | |
| 8 | SNPS |
Synopsys Inc
|
6,473 | $2,887,391 |
All Filings in BOX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,274 | 9,506 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $230,828 | 9,765 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $226,587 | 7,576 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $223,009 | 6,911 | Shares | Other | 2025-11-03 | |
| 2021-12-31 | $736,253 | 28,112 | Shares | Sole | 2022-01-20 | |
| 2020-03-31 | $393,372 | 28,018 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||