Aspiriant LLC’s Box BOX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-8,586
| Closed | -$277K | – | 322 |
|
|
2025
Q3 | $277K | Sell |
8,586
-24
| -0.3% | -$777 | 0.01% | 261 |
|
|
2025
Q2 | $294K | Buy |
8,610
+10
| +0.1% | +$328 | 0.01% | 258 |
|
|
2025
Q1 | $265K | Sell |
8,600
-448
| -5% | -$14.5K | 0.01% | 250 |
|
|
2024
Q4 | $286K | Buy |
9,048
+427
| +5% | +$14K | 0.01% | 239 |
|
|
2024
Q3 | $282K | Buy |
8,621
+35
| +0.4% | +$1.02K | 0.01% | 242 |
|
|
2024
Q2 | $227K | Sell |
8,586
-112
| -1% | -$2.98K | 0.01% | 261 |
|
|
2024
Q1 | $246K | Sell |
8,698
-98
| -1% | -$2.63K | 0.01% | 282 |
|
|
2023
Q4 | $225K | Sell |
8,796
-271
| -3% | -$6.85K | 0.01% | 277 |
|
|
2023
Q3 | $220K | Buy |
9,067
+267
| +3% | +$7.63K | 0.01% | 263 |
|
|
2023
Q2 | $259K | Hold |
8,800
| – | – | 0.01% | 247 |
|
|
2023
Q1 | $236K | Hold |
8,800
| – | – | 0.01% | 249 |
|
|
2022
Q4 | $274K | Buy |
8,800
+214
| +2% | +$6.11K | 0.01% | 223 |
|
|
2022
Q3 | $209K | Hold |
8,586
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $216K | Hold |
8,586
| – | – | 0.01% | 254 |
|
|
2022
Q1 | $250K | Hold |
8,586
| – | – | 0.01% | 241 |
|
|
2021
Q4 | $225K | Hold |
8,586
| – | – | 0.01% | 255 |
|
|
2021
Q3 | $203K | Hold |
8,586
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $219K | Buy |
+8,586
| New | +$200K | 0.01% | 223 |
|
|
2021
Q1 | – | Sell |
-54,514
| Closed | -$984K | – | 203 |
|
|
2020
Q4 | $984K | Buy |
54,514
+3,758
| +7% | +$65.5K | 0.07% | 101 |
|
|
2020
Q3 | $881K | Buy |
50,756
+1,398
| +3% | +$25.8K | 0.07% | 106 |
|
|
2020
Q2 | $1.02M | Buy |
49,358
+1,275
| +3% | +$22.4K | 0.1% | 78 |
|
|
2020
Q1 | $676K | Buy |
48,083
+163
| +0.3% | +$2.43K | 0.07% | 104 |
|
|
2019
Q4 | $804K | Buy |
47,920
+837
| +2% | +$14K | 0.07% | 106 |
|
|
2019
Q3 | $780K | Buy |
47,083
+3,412
| +8% | +$54.8K | 0.07% | 120 |
|
|
2019
Q2 | $769K | Buy |
43,671
+1,887
| +5% | +$36.1K | 0.06% | 128 |
|
|
2019
Q1 | $807K | Buy |
41,784
+98
| +0.2% | +$2.03K | 0.07% | 127 |
|
|
2018
Q4 | $704K | Buy |
41,686
+8,941
| +27% | +$164K | 0.05% | 126 |
|
|
2018
Q3 | $783K | Buy |
32,745
+242
| +0.7% | +$6.09K | 0.07% | 122 |
|
|
2018
Q2 | $812K | Sell |
32,503
-2,242
| -6% | -$55.6K | 0.07% | 121 |
|
|
2018
Q1 | $714K | Buy |
+34,745
| New | +$748K | 0.06% | 125 |
|
|
2017
Q4 | – | Sell |
-34,822
| Closed | -$673K | – | 96 |
|
|
2017
Q3 | $673K | Sell |
34,822
-534
| -2% | -$10K | 0.06% | 127 |
|
|
2017
Q2 | $645K | Buy |
35,356
+5,298
| +18% | +$95.5K | 0.06% | 133 |
|
|
2017
Q1 | $490K | Buy |
+30,058
| New | +$508K | 0.04% | 149 |
|
Other funds holding BOX
RC
Aspiriant LLC's BOX Position: Q4 2025 in Review
Aspiriant LLC sold out of Box (BOX) in Q4 2025, closing a stake of 8,586 shares — an estimated $277K sold.
Aspiriant LLC first reported a position in BOX in Q1 2017 and held it in 33 quarters. The position peaked at $1.02M in Q2 2020. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.
- Aspiriant LLC reported no remaining Box position as of Q4 2025 after selling out during the quarter.
- Aspiriant LLC sold 8,586 Box shares in Q4 2025, an estimated $277K.
- Aspiriant LLC first reported a position in Box in Q1 2017 and held it in 33 quarters.
- Aspiriant LLC's Box position peaked at $1.02M in Q2 2020.
- 412 funds tracked by Wall St. Rank held Box as of Q4 2025.
Based on Aspiriant LLC's 13F filing for Q4 2025, filed 20 Jan 2026.