Narus Financial Partners’s Box BOX Stock Holding History

Narus Financial Partners’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	-6,438	Closed	-$220K	–	170
2025 Q2	$220K	Sell	6,438 -385	-6%	-$12.6K	0.07%	146
2025 Q1	$211K	Buy	+6,823	New	+$221K	0.07%	145

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Narus Financial Partners's BOX Position: Q3 2025 in Review

Narus Financial Partners sold out of Box (BOX) in Q3 2025, closing a stake of 6,438 shares — an estimated $220K sold.

Narus Financial Partners first reported a position in BOX in Q1 2025 and held it in 2 quarters. The position peaked at $220K in Q2 2025. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

Narus Financial Partners reported no remaining Box position as of Q3 2025 after selling out during the quarter.
Narus Financial Partners sold 6,438 Box shares in Q3 2025, an estimated $220K.
Narus Financial Partners first reported a position in Box in Q1 2025 and held it in 2 quarters.
Narus Financial Partners's Box position peaked at $220K in Q2 2025.
408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on Narus Financial Partners's 13F filing for Q3 2025, filed 29 Dec 2025.