Cary Street Partners’s Boxlight BOXL Stock Holding History

Cary Street Partners’s Portfolio BOXL Stock Details BOXL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-833	Closed	-$72.3K	–	976
2025 Q3	$72.3K	Buy	+833	New	+$62.5K	﹤0.01%	876

Other funds holding BOXL

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

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

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Cary Street Partners's BOXL Position: Q4 2025 in Review

Cary Street Partners sold out of Boxlight (BOXL) in Q4 2025, closing a stake of 833 shares — an estimated $72.3K sold.

Cary Street Partners first reported a position in BOXL in Q3 2025 and held it in 1 quarter. The position peaked at $72.3K in Q3 2025. 5 funds tracked by Wall St. Rank hold BOXL as of Q4 2025.

Cary Street Partners reported no remaining Boxlight position as of Q4 2025 after selling out during the quarter.
Cary Street Partners sold 833 Boxlight shares in Q4 2025, an estimated $72.3K.
Cary Street Partners first reported a position in Boxlight in Q3 2025 and held it in 1 quarter.
Cary Street Partners's Boxlight position peaked at $72.3K in Q3 2025.
5 funds tracked by Wall St. Rank held Boxlight as of Q4 2025.

Based on Cary Street Partners's 13F filing for Q4 2025, filed 9 Feb 2026.