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Golden State Wealth Management’s Box BOX Stock Holding History

Golden State 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
2026
Q1 		– Sell
-28
Closed -$837 – 1630
2025
Q4 		$837 Hold
28
– – ﹤0.01% 1538
2025
Q3 		$904 Buy
+28
New +$906 ﹤0.01% 1516
2025
Q2 		– Sell
-50
Closed -$1.54K – 1578
2025
Q1 		$1.54K Hold
50
– – ﹤0.01% 1360
2024
Q4 		$1.58K Buy
+50
New +$1.64K ﹤0.01% 1284
2020
Q2 		– Sell
-550
Closed -$8K – 281
2020
Q1 		$8K Buy
+550
New +$8.19K ﹤0.01% 649
2019
Q4 		– Sell
-550
Closed -$9K – 161
2019
Q3 		$9K Hold
550
– – ﹤0.01% 766
2019
Q2 		$9K Hold
550
– – ﹤0.01% 764
2019
Q1 		$11K Buy
+550
New +$11.4K ﹤0.01% 758

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Golden State Wealth Management's BOX Position: Q1 2026 in Review

Golden State Wealth Management sold out of Box (BOX) in Q1 2026, closing a stake of 28 shares — an estimated $837 sold.

Golden State Wealth Management first reported a position in BOX in Q1 2019 and held it in 8 quarters. The position peaked at $11K in Q1 2019. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Golden State Wealth Management reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Golden State Wealth Management sold 28 Box shares in Q1 2026, an estimated $837.
  • Golden State Wealth Management first reported a position in Box in Q1 2019 and held it in 8 quarters.
  • Golden State Wealth Management's Box position peaked at $11K in Q1 2019.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.