Global Retirement Partners’s Box BOX Stock Holding History

Global Retirement 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
2024 Q4	$625	Buy	+5,000	New	+$164K	﹤0.01%	3360

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Global Retirement Partners's BOX Position: Q4 2025 in Review

Global Retirement Partners increased its Box (BOX) stake by 624% in Q4 2025, buying an estimated $59.5K and bringing the position to 2,202 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Global Retirement Partners first reported a position in BOX in Q1 2017 and has held it in 34 quarters since. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

Global Retirement Partners held 2,202 shares of Box worth $65.9K as of Q4 2025.
Global Retirement Partners bought 1,898 Box shares in Q4 2025, an estimated $59.5K.
Box made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2180 holding.
Global Retirement Partners first reported a position in Box in Q1 2017 and has held it in 34 quarters since.
412 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.