Clearstead Trust’s Box BOX Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-27	Closed	-$872	–	1083
2025 Q3	$872	Hold	27	–	–	﹤0.01%	1253
2025 Q2	$923	Buy	+27	New	+$885	﹤0.01%	1188
2019 Q1	–	Sell	-1,000	Closed	-$17K	–	202
2018 Q4	$17K	Buy	+1,000	New	+$18.4K	0.02%	171

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

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

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Clearstead Trust's BOX Position: Q4 2025 in Review

Clearstead Trust sold out of Box (BOX) in Q4 2025, closing a stake of 27 shares — an estimated $872 sold.

Clearstead Trust first reported a position in BOX in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q4 2018. 411 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

Clearstead Trust reported no remaining Box position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 27 Box shares in Q4 2025, an estimated $872.
Clearstead Trust first reported a position in Box in Q4 2018 and held it in 3 quarters.
Clearstead Trust's Box position peaked at $17K in Q4 2018.
411 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.