GJIA
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Glass Jacobson Investment Advisors’s Box BOX Stock Holding History

Glass Jacobson Investment Advisors’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
-1,400
Closed -$44.2K – 597
2025
Q1 		$44.2K Hold
1,400
– – 0.01% 388
2024
Q4 		$44.2K Hold
1,400
– – 0.01% 388
2024
Q3 		$45.8K Hold
1,400
– – 0.02% 369
2024
Q2 		$37K Hold
1,400
– – 0.01% 388
2024
Q1 		$39.6K Hold
1,400
– – 0.01% 378
2023
Q4 		$35.9K Hold
1,400
– – 0.01% 370
2023
Q3 		$33.9K Hold
1,400
– – 0.02% 358
2023
Q2 		$41.1K Buy
+1,400
New +$38.8K 0.02% 345
2022
Q4 		$43.6K Buy
+1,400
New +$39.9K 0.02% 355

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 $3.38T AUM 44.17% 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

Glass Jacobson Investment Advisors's BOX Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Box (BOX) in Q2 2025, closing a stake of 1,400 shares — an estimated $44.2K sold.

Glass Jacobson Investment Advisors first reported a position in BOX in Q4 2022 and held it in 9 quarters. The position peaked at $45.8K in Q3 2024. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Box position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 1,400 Box shares in Q2 2025, an estimated $44.2K.
  • Glass Jacobson Investment Advisors first reported a position in Box in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Box position peaked at $45.8K in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.