Position in BOX
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$6,477
-$1,897 QoQ
Shares Held
274
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Abound Wealth Management holds $6,181,041 across 31 Software - Infrastructure names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,734 | $4,377,016 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
7,300 | $851,691 | |
| 3 | NTSK |
Netskope Inc
|
45,306 | $495,647 | |
| 4 | ORCL |
Oracle Corp
|
756 | $110,791 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,600 | $76,314 | |
| 6 | PANW |
Palo Alto Networks Inc
|
211 | $71,955 | |
| 7 | TWLO |
Twilio Inc
|
250 | $51,582 | |
| 8 | ZS |
Zscaler, Inc.
|
300 | $42,345 |
All Filings in BOX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,477 | 274 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $8,374 | 280 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $15,166 | 470 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $205 | 6 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $185 | 6 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $252 | 8 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $261 | 8 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $290 | 11 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $311 | 11 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||