JSC
WBX

J. Stern & Co’s Wallbox WBX Stock Holding History

J. Stern & Co’s Portfolio WBX Stock Details WBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,500
Closed -$16.2K – 43
2025
Q2 		$16.2K Buy
+2,500
New +$16.8K ﹤0.01% 37
2025
Q1 		– Sell
-2,500
Closed -$25K – 40
2024
Q4 		$25K Hold
2,500
– – ﹤0.01% 39
2024
Q3 		$61K Hold
2,500
– – 0.01% 38
2024
Q2 		$65.5K Buy
+2,500
New +$72.5K 0.01% 34

Other funds holding WBX

Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HI
Hoey Investments Coatesville, Pennsylvania $774M AUM 27.34% 1-Year Est. Return

J. Stern & Co's WBX Position: Q3 2025 in Review

J. Stern & Co sold out of Wallbox (WBX) in Q3 2025, closing a stake of 2,500 shares — an estimated $16.2K sold.

J. Stern & Co first reported a position in WBX in Q2 2024 and held it in 4 quarters. The position peaked at $65.5K in Q2 2024. 18 funds tracked by Wall St. Rank hold WBX as of Q3 2025.

  • J. Stern & Co reported no remaining Wallbox position as of Q3 2025 after selling out during the quarter.
  • J. Stern & Co sold 2,500 Wallbox shares in Q3 2025, an estimated $16.2K.
  • J. Stern & Co first reported a position in Wallbox in Q2 2024 and held it in 4 quarters.
  • J. Stern & Co's Wallbox position peaked at $65.5K in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Wallbox as of Q3 2025.

Based on J. Stern & Co's 13F filing for Q3 2025, filed 14 Nov 2025.