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Congress Wealth Management’s Box BOX Stock Holding History

Congress 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
Q2 		$8.61M Sell
252,032
-980
-0.4% -$32.1K 0.08% 277
2025
Q1 		$7.81M Buy
253,012
+25,445
+11% +$824K 0.09% 248
2024
Q4 		$7.19M Buy
227,567
+33,395
+17% +$1.1M 0.1% 237
2024
Q3 		$6.36M Buy
+194,172
New +$5.67M 0.08% 264

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Congress Wealth Management's BOX Position: Q2 2025 in Review

Congress Wealth Management reduced its Box (BOX) stake by 0.39% in Q2 2025, selling an estimated $32.1K and leaving 252,032 shares worth $8.61M. The position accounts for 0.08% of the portfolio, ranked #277.

Congress Wealth Management first reported a position in BOX in Q3 2024 and has held it in 4 quarters since. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

  • Congress Wealth Management held 252,032 shares of Box worth $8.61M as of Q2 2025.
  • Congress Wealth Management sold 980 Box shares in Q2 2025, an estimated $32.1K.
  • Box made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #277 holding.
  • Congress Wealth Management first reported a position in Box in Q3 2024 and has held it in 4 quarters since.
  • 416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.