HWM
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Hemington Wealth Management’s Box BOX Stock Holding History

Hemington 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
2025
Q3 		$5K Buy
170
+22
+15% +$712 ﹤0.01% 1099
2025
Q2 		$5K Sell
148
-2
-1% -$66 ﹤0.01% 1072
2025
Q1 		$4K Buy
150
+54
+56% +$1.75K ﹤0.01% 1097
2024
Q4 		$3K Buy
96
+16
+20% +$525 ﹤0.01% 1145
2024
Q3 		$2K Buy
+80
New +$2.33K ﹤0.01% 1148

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 $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hemington Wealth Management's BOX Position: Q3 2025 in Review

Hemington Wealth Management increased its Box (BOX) stake by 15% in Q3 2025, buying an estimated $712 and bringing the position to 170 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Hemington Wealth Management first reported a position in BOX in Q3 2024 and has held it in 5 quarters since. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

  • Hemington Wealth Management held 170 shares of Box worth $5K as of Q3 2025.
  • Hemington Wealth Management bought 22 Box shares in Q3 2025, an estimated $712.
  • Box made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1099 holding.
  • Hemington Wealth Management first reported a position in Box in Q3 2024 and has held it in 5 quarters since.
  • 408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.