Blue Oak Capital’s Box BOX Stock Holding History

Blue Oak 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
2025 Q2	–	Sell	-17,000	Closed	-$525K	–	68
2025 Q1	$525K	Buy	+17,000	New	+$551K	0.29%	44

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Blue Oak Capital's BOX Position: Q2 2025 in Review

Blue Oak Capital sold out of Box (BOX) in Q2 2025, closing a stake of 17,000 shares — an estimated $525K sold.

Blue Oak Capital first reported a position in BOX in Q1 2025 and held it in 1 quarter. The position peaked at $525K in Q1 2025. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

Blue Oak Capital reported no remaining Box position as of Q2 2025 after selling out during the quarter.
Blue Oak Capital sold 17,000 Box shares in Q2 2025, an estimated $525K.
Blue Oak Capital first reported a position in Box in Q1 2025 and held it in 1 quarter.
Blue Oak Capital's Box position peaked at $525K in Q1 2025.
416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.