NewEdge Wealth’s Box BOX Stock Holding History

NewEdge Wealth’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	-6,376	Closed	-$204K	–	1025
2025 Q2	$204K	Buy	+6,376	New	+$209K	﹤0.01%	929

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

NewEdge Wealth's BOX Position: Q3 2025 in Review

NewEdge Wealth sold out of Box (BOX) in Q3 2025, closing a stake of 6,376 shares — an estimated $204K sold.

NewEdge Wealth first reported a position in BOX in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

NewEdge Wealth reported no remaining Box position as of Q3 2025 after selling out during the quarter.
NewEdge Wealth sold 6,376 Box shares in Q3 2025, an estimated $204K.
NewEdge Wealth first reported a position in Box in Q2 2025 and held it in 1 quarter.
NewEdge Wealth's Box position peaked at $204K in Q2 2025.
408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on NewEdge Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.