Freestone Grove Partners’s Box BOX Stock Holding History

Freestone Grove Partners’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	-37,018	Closed	-$1.14M	–	680
2025 Q1	$1.14M	Sell	37,018 -233,574	-86%	-$7.57M	0.01%	340
2024 Q4	$8.55M	Buy	+270,592	New	+$8.88M	0.1%	206

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Freestone Grove Partners's BOX Position: Q2 2025 in Review

Freestone Grove Partners sold out of Box (BOX) in Q2 2025, closing a stake of 37,018 shares — an estimated $1.14M sold.

Freestone Grove Partners first reported a position in BOX in Q4 2024 and held it in 2 quarters. The position peaked at $8.55M in Q4 2024. 415 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

Freestone Grove Partners reported no remaining Box position as of Q2 2025 after selling out during the quarter.
Freestone Grove Partners sold 37,018 Box shares in Q2 2025, an estimated $1.14M.
Freestone Grove Partners first reported a position in Box in Q4 2024 and held it in 2 quarters.
Freestone Grove Partners's Box position peaked at $8.55M in Q4 2024.
415 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Freestone Grove Partners's 13F filing for Q2 2025, filed 14 Aug 2025.