Bear Mountain Capital’s Box BOX Stock Holding History

Bear Mountain Capital’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
2026 Q2	$26K	Hold	867	–	–	0.01%	79
2026 Q1	$20.8K	Hold	867	–	–	0.01%	85
2025 Q4	$23K	Sell	867 -4	-0.5%	-$125	0.01%	85
2025 Q3	$29.2K	Buy	871 +4	+0.5%	+$129	0.01%	80
2025 Q2	$28.1K	Hold	867	–	–	0.01%	77
2025 Q1	$27.3K	Hold	867	–	–	0.01%	80
2024 Q4	$27.3K	Hold	867	–	–	0.01%	72
2024 Q3	$28.4K	Hold	867	–	–	0.01%	71
2024 Q2	$22.7K	Hold	867	–	–	0.01%	82
2024 Q1	$22.8K	Hold	867	–	–	0.01%	88
2023 Q4	$22K	Buy	+867	New	+$21.9K	0.01%	91

Other funds holding BOX

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

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

Bear Mountain Capital's BOX Position: Q2 2026 in Review

Bear Mountain Capital held its Box (BOX) position steady in Q2 2026 at 867 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #79.

Bear Mountain Capital first reported a position in BOX in Q4 2023 and has held it in 11 quarters since. The position peaked at $29.2K in Q3 2025. 396 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Bear Mountain Capital held 867 shares of Box worth $26K as of Q2 2026.
Bear Mountain Capital left its Box share count unchanged in Q2 2026.
Box made up 0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #79 holding.
Bear Mountain Capital first reported a position in Box in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's Box position peaked at $29.2K in Q3 2025.
396 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.