Bartlett & Co Wealth Management’s Box BOX Stock Holding History

Bartlett & Co Wealth Management’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 Q3	–	Sell	-114	Closed	-$3.9K	–	1212
2025 Q2	$3.9K	Buy	+114	New	+$3.74K	﹤0.01%	1029
2024 Q2	–	Sell	-2,000	Closed	-$56.6K	–	1141
2024 Q1	$56.6K	Hold	2,000	–	–	﹤0.01%	644
2023 Q4	$51.7K	Hold	2,000	–	–	﹤0.01%	700
2023 Q3	$48.4K	Hold	2,000	–	–	﹤0.01%	672
2023 Q2	$58.8K	Hold	2,000	–	–	﹤0.01%	636
2023 Q1	$53.6K	Hold	2,000	–	–	﹤0.01%	562
2022 Q4	$62.3K	Hold	2,000	–	–	﹤0.01%	550
2022 Q3	$48.8K	Hold	2,000	–	–	﹤0.01%	569
2022 Q2	$50.3K	Hold	2,000	–	–	﹤0.01%	568
2022 Q1	$58.1K	Buy	+2,000	New	+$52.6K	﹤0.01%	563
2021 Q4	–	Sell	-2,000	Closed	-$47.3K	–	465
2021 Q3	$47.3K	Hold	2,000	–	–	﹤0.01%	516
2021 Q2	$51.1K	Hold	2,000	–	–	﹤0.01%	504
2021 Q1	$45.9K	Hold	2,000	–	–	﹤0.01%	553
2020 Q4	$36.1K	Hold	2,000	–	–	﹤0.01%	583
2020 Q3	$34.7K	Hold	2,000	–	–	﹤0.01%	540
2020 Q2	$41.5K	Hold	2,000	–	–	﹤0.01%	525
2020 Q1	$28.1K	Hold	2,000	–	–	﹤0.01%	539
2019 Q4	$33.6K	Hold	2,000	–	–	﹤0.01%	589
2019 Q3	$33.1K	Buy	+2,000	New	+$32.1K	﹤0.01%	591

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bartlett & Co Wealth Management's BOX Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Box (BOX) in Q3 2025, closing a stake of 114 shares — an estimated $3.9K sold.

Bartlett & Co Wealth Management first reported a position in BOX in Q3 2019 and held it in 19 quarters. The position peaked at $62.3K in Q4 2022. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining Box position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 114 Box shares in Q3 2025, an estimated $3.9K.
Bartlett & Co Wealth Management first reported a position in Box in Q3 2019 and held it in 19 quarters.
Bartlett & Co Wealth Management's Box position peaked at $62.3K in Q4 2022.
408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.