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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Matthew Hamilton Rosenberg's BOX Position: Q2 2026 in Review

Matthew Hamilton Rosenberg reduced its Box (BOX) stake by 3.6% in Q2 2026, selling an estimated $5.52K and leaving 5,981 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #274.

Matthew Hamilton Rosenberg first reported a position in BOX in Q1 2020 and has held it in 26 quarters since. The position peaked at $266K in Q3 2024. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Matthew Hamilton Rosenberg held 5,981 shares of Box worth $159K as of Q2 2026.
  • Matthew Hamilton Rosenberg sold 221 Box shares in Q2 2026, an estimated $5.52K.
  • Box made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #274 holding.
  • Matthew Hamilton Rosenberg first reported a position in Box in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Box position peaked at $266K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.