Box Hill Private Wealth Llc Activity Analysis: Q2 2026 Portfolio Changes
This analysis details observable purchases and sales by Box Hill Private Wealth Llc in Q2 2026, highlighting significant changes including new positions and substantial increases.
Box Hill Private Wealth Llc's portfolio underwent notable adjustments during the second quarter of 2026. The firm managed a total portfolio value of $123,024,482 as of June 30th.
New Positions and Significant Increases
This quarter saw Box Hill Private Wealth Llc establish several new positions or significantly increase its holdings in specific sectors. Notably, the firm added a substantial position in EMXC, an iShares Trust fund with a 435.78% change in shares compared to the prior period.
Additionally, Box Hill Private Wealth Llc initiated a new holding in GME (GameStop Corp), acquiring all 37,969 shares. This move resulted in GME accounting for approximately 0.67% of the portfolio's value.
The firm also significantly boosted its position in IWF, increasing holdings by a staggering 3,880 shares (representing a 300.41% increase). This suggests strong confidence or interest in this specific iShares Trust fund.
Substantial Increases Across the Board
Beyond new positions, Box Hill Private Wealth Llc demonstrated significant buying activity across several holdings:
- IEFA: Shares increased by 1,612 (3.23%) and stock value rose accordingly.
- IVV: Holdings grew modestly but still significantly with an increase of 891 shares (4.03%).
- QQQ: Shares increased by 516, representing a 4.42% change in value.
Changes in Vanguard ETF Holdings and Technology Focus
The investor also noted changes to its positions within the Vanguard family of funds:
- VB: Holdings decreased slightly by 19 shares (-0.63%), impacting its allocation.
- VV: Shares increased modestly by 1,824 (3.18%) and value rose proportionally.
Furthermore, the investor's Technology sector allocation saw activity with NVDA, which maintained its position but experienced a substantial increase in stock value percentage (12.46%) due to share growth.
Conclusion: Overall Positive Buying Pressure
In summary, Box Hill Private Wealth Llc displayed strong buying interest during Q2 2026. The firm initiated new positions with EMXC and GME, significantly increased holdings in several ETFs including IEFA, IVV, IWF, QQQ, and VB/Vanguard funds.
No large sell activities were disclosed by the investor during this period. For detailed information on Box Hill Private Wealth Llc's portfolio management or specific stock analysis, please visit Box Hill Private Wealth Llc and explore individual holdings at ....