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MorganRosel Wealth Management’s Box BOX Stock Holding History

MorganRosel 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 		– Sell
-1,000
Closed -$34.2K – 139
2025
Q2 		$34.2K Hold
1,000
– – 0.01% 202
2025
Q1 		$30.9K Buy
+1,000
New +$32.4K 0.01% 195

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MorganRosel Wealth Management sold out of Box (BOX) in Q3 2025, closing a stake of 1,000 shares — an estimated $34.2K sold.

MorganRosel Wealth Management first reported a position in BOX in Q1 2025 and held it in 2 quarters. The position peaked at $34.2K in Q2 2025. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Box position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,000 Box shares in Q3 2025, an estimated $34.2K.
  • MorganRosel Wealth Management first reported a position in Box in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Box position peaked at $34.2K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Box as of Q3 2025.

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