Great Lakes Retirement’s Box BOX Stock Holding History

Great Lakes Retirement’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 Q4	–	Sell	-2	Closed	-$65	–	218
2025 Q3	$65	Buy	+2	New	+$65	﹤0.01%	199
2024 Q3	–	Sell	-2	Closed	-$53	–	251
2024 Q2	$53	Buy	+2	New	+$53	﹤0.01%	677

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Great Lakes Retirement's BOX Position: Q4 2025 in Review

Great Lakes Retirement sold out of Box (BOX) in Q4 2025, closing a stake of 2 shares — an estimated $65 sold.

Great Lakes Retirement first reported a position in BOX in Q2 2024 and held it in 2 quarters. The position peaked at $65 in Q3 2025. 411 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

Great Lakes Retirement reported no remaining Box position as of Q4 2025 after selling out during the quarter.
Great Lakes Retirement sold 2 Box shares in Q4 2025, an estimated $65.
Great Lakes Retirement first reported a position in Box in Q2 2024 and held it in 2 quarters.
Great Lakes Retirement's Box position peaked at $65 in Q3 2025.
411 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Great Lakes Retirement's 13F filing for Q4 2025, filed 12 Feb 2026.