Occudo Quantitative Strategies’s Box BOX Stock Holding History

Occudo Quantitative Strategies’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	–	Sell	-14,923	Closed	-$361K	–	780
2026 Q1	$361K	Buy	+14,923	New	+$376K	0.02%	555
2025 Q3	–	Sell	-7,781	Closed	-$266K	–	680
2025 Q2	$266K	Buy	+7,781	New	+$255K	0.03%	493
2025 Q1	–	Sell	-31,040	Closed	-$981K	–	670
2024 Q4	$981K	Buy	31,040 +12,982	+72%	+$426K	0.18%	175
2024 Q3	$591K	Buy	18,058 +10,219	+130%	+$298K	0.11%	241
2024 Q2	$207K	Buy	+7,839	New	+$209K	0.04%	593
2023 Q3	–	Sell	-11,525	Closed	-$339K	–	996
2023 Q2	$339K	Buy	+11,525	New	+$319K	0.04%	702
2022 Q1	–	Sell	-114,158	Closed	-$2.99M	–	1138
2021 Q4	$2.99M	Buy	114,158 +37,957	+50%	+$978K	0.27%	87
2021 Q3	$1.8M	Buy	+76,201	New	+$1.87M	0.22%	102

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Occudo Quantitative Strategies's BOX Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Box (BOX) in Q2 2026, closing a stake of 14,923 shares — an estimated $361K sold.

Occudo Quantitative Strategies first reported a position in BOX in Q3 2021 and held it in 8 quarters. The position peaked at $2.99M in Q4 2021. 394 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Occudo Quantitative Strategies reported no remaining Box position as of Q2 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 14,923 Box shares in Q2 2026, an estimated $361K.
Occudo Quantitative Strategies first reported a position in Box in Q3 2021 and held it in 8 quarters.
Occudo Quantitative Strategies's Box position peaked at $2.99M in Q4 2021.
394 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.