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Matthew Hamilton Rosenberg’s Box BOX Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$200K Hold
5,981
– – 0.04% 229
2026
Q2 		$159K Sell
5,981
-221
-4% -$5.52K 0.03% 274
2026
Q1 		$147K Sell
6,202
-811
-12% -$20.4K 0.03% 263
2025
Q4 		$210K Sell
7,013
-191
-3% -$5.99K 0.04% 201
2025
Q3 		$232K Hold
7,204
– – 0.05% 184
2025
Q2 		$246K Sell
7,204
-869
-11% -$28.5K 0.06% 176
2025
Q1 		$249K Buy
8,073
+4
+0% +$130 0.06% 154
2024
Q4 		$255K Sell
8,069
-50
-0.6% -$1.64K 0.07% 146
2024
Q3 		$266K Buy
8,119
+1,159
+17% +$33.8K 0.07% 151
2024
Q2 		$184K Sell
6,960
-1,159
-14% -$30.9K 0.05% 187
2024
Q1 		$232K Buy
8,119
+191
+2% +$5.13K 0.07% 161
2023
Q4 		$203K Hold
7,928
– – 0.06% 175
2023
Q3 		$192K Buy
7,928
+187
+2% +$5.34K 0.06% 167
2023
Q2 		$227K Buy
7,741
+1
+0% +$28 0.08% 149
2023
Q1 		$207K Hold
7,740
– – 0.07% 178
2022
Q4 		$241K Hold
7,740
– – 0.08% 152
2022
Q3 		$189K Hold
7,740
– – 0.07% 170
2022
Q2 		$200K Hold
7,740
– – 0.08% 168
2022
Q1 		$225K Hold
7,740
– – 0.08% 165
2021
Q4 		$203K Buy
7,740
+944
+14% +$24.3K 0.07% 180
2021
Q3 		$161K Hold
6,796
– – 0.06% 202
2021
Q2 		$174K Hold
6,796
– – 0.09% 158
2021
Q1 		$156K Hold
6,796
– – 0.09% 160
2020
Q4 		$123K Buy
6,796
+100
+1% +$1.74K 0.08% 197
2020
Q3 		$116K Hold
6,696
– – 0.09% 170
2020
Q2 		$139K Buy
6,696
+188
+3% +$3.3K 0.11% 123
2020
Q1 		$92K Buy
+6,508
New +$96.9K 0.09% 140

Other funds holding BOX

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Matthew Hamilton Rosenberg's BOX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Box (BOX) position steady in Q3 2026 at 5,981 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #229.

Matthew Hamilton Rosenberg first reported a position in BOX in Q1 2020 and has held it in 27 quarters since. The position peaked at $266K in Q3 2024. 13 funds tracked by Wall St. Rank hold BOX as of Q3 2026.

  • Matthew Hamilton Rosenberg held 5,981 shares of Box worth $200K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Box share count unchanged in Q3 2026.
  • Box made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #229 holding.
  • Matthew Hamilton Rosenberg first reported a position in Box in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Box position peaked at $266K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Box as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.