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Annis Gardner Whiting Capital Advisors’s Box BOX Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio BOX Stock Details BOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-32
Closed -$1.03K – 1226
2025
Q3 		$1.03K Hold
32
– – ﹤0.01% 979
2025
Q2 		$1.09K Buy
+32
New +$1.05K ﹤0.01% 1066

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's BOX Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Box (BOX) in Q4 2025, closing a stake of 32 shares — an estimated $1.03K sold.

Annis Gardner Whiting Capital Advisors first reported a position in BOX in Q2 2025 and held it in 2 quarters. The position peaked at $1.09K in Q2 2025. 411 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Box position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 32 Box shares in Q4 2025, an estimated $1.03K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Box in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Box position peaked at $1.09K in Q2 2025.
  • 411 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.