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Occidental Asset Management’s Box BOX Stock Holding History

Occidental Asset 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
2026
Q1 		– Sell
-7,833
Closed -$234K – 289
2025
Q4 		$234K Sell
7,833
-1,896
-19% -$59.5K 0.03% 250
2025
Q3 		$314K Buy
9,729
+1,260
+15% +$40.8K 0.04% 199
2025
Q2 		$289K Sell
8,469
-1,241
-13% -$40.7K 0.04% 199
2025
Q1 		$300K Buy
+9,710
New +$315K 0.05% 189

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Occidental Asset Management's BOX Position: Q1 2026 in Review

Occidental Asset Management sold out of Box (BOX) in Q1 2026, closing a stake of 7,833 shares — an estimated $234K sold.

Occidental Asset Management first reported a position in BOX in Q1 2025 and held it in 4 quarters. The position peaked at $314K in Q3 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Occidental Asset Management reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • Occidental Asset Management sold 7,833 Box shares in Q1 2026, an estimated $234K.
  • Occidental Asset Management first reported a position in Box in Q1 2025 and held it in 4 quarters.
  • Occidental Asset Management's Box position peaked at $314K in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Occidental Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.