Aventura Private Wealth’s Box BOX Stock Holding History

Aventura Private Wealth’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 Q2	–	Sell	-22	Closed	-$679	–	791
2025 Q1	$679	Hold	22	–	–	﹤0.01%	688
2024 Q4	$695	Buy	+22	New	+$722	﹤0.01%	661

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aventura Private Wealth's BOX Position: Q2 2025 in Review

Aventura Private Wealth sold out of Box (BOX) in Q2 2025, closing a stake of 22 shares — an estimated $679 sold.

Aventura Private Wealth first reported a position in BOX in Q4 2024 and held it in 2 quarters. The position peaked at $695 in Q4 2024. 415 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

Aventura Private Wealth reported no remaining Box position as of Q2 2025 after selling out during the quarter.
Aventura Private Wealth sold 22 Box shares in Q2 2025, an estimated $679.
Aventura Private Wealth first reported a position in Box in Q4 2024 and held it in 2 quarters.
Aventura Private Wealth's Box position peaked at $695 in Q4 2024.
415 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Aventura Private Wealth's 13F filing for Q2 2025, filed 7 Jan 2026.