Oppenheimer Asset Management’s Box BOX Stock Holding History

Oppenheimer 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 Q2	$1.19M	Sell	45,013 -852	-2%	-$21.3K	0.01%	704
2026 Q1	$1.08M	Sell	45,865 -741	-2%	-$18.6K	0.01%	703
2025 Q4	$1.39M	Sell	46,606 -5,084	-10%	-$159K	0.02%	591
2025 Q3	$1.67M	Sell	51,690 -509	-1%	-$16.5K	0.02%	619
2025 Q2	$1.78M	Sell	52,199 -2,572	-5%	-$84.3K	0.02%	595
2025 Q1	$1.69M	Sell	54,771 -409	-0.7%	-$13.2K	0.02%	567
2024 Q4	$1.74M	Buy	55,180 +556	+1%	+$18.2K	0.02%	578
2024 Q3	$1.79M	Sell	54,624 -994	-2%	-$29K	0.02%	574
2024 Q2	$1.47M	Buy	55,618 +10,361	+23%	+$276K	0.02%	624
2024 Q1	$1.28M	Sell	45,257 -11,601	-20%	-$312K	0.02%	623
2023 Q4	$1.46M	Sell	56,858 -2,628	-4%	-$66.4K	0.02%	602
2023 Q3	$1.44M	Sell	59,486 -887	-1%	-$25.3K	0.02%	589
2023 Q2	$1.77M	Sell	60,373 -446	-0.7%	-$12.4K	0.03%	541
2023 Q1	$1.63M	Sell	60,819 -108	-0.2%	-$3.25K	0.03%	549
2022 Q4	$1.9M	Sell	60,927 -2,055	-3%	-$58.6K	0.03%	496
2022 Q3	$1.54M	Buy	62,982 +1,886	+3%	+$51.9K	0.03%	526
2022 Q2	$1.54M	Buy	61,096 +3,828	+7%	+$107K	0.03%	543
2022 Q1	$1.66M	Buy	57,268 +144	+0.3%	+$3.79K	0.02%	590
2021 Q4	$1.5M	Buy	+57,124	New	+$1.47M	0.02%	643

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 $3.38T AUM 44.17% 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 40.89% 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

Oppenheimer Asset Management's BOX Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its Box (BOX) stake by 1.9% in Q2 2026, selling an estimated $21.3K and leaving 45,013 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #704.

Oppenheimer Asset Management first reported a position in BOX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.9M in Q4 2022. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

Oppenheimer Asset Management held 45,013 shares of Box worth $1.19M as of Q2 2026.
Oppenheimer Asset Management sold 852 Box shares in Q2 2026, an estimated $21.3K.
Box made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #704 holding.
Oppenheimer Asset Management first reported a position in Box in Q4 2021 and has held it in 19 quarters since.
Oppenheimer Asset Management's Box position peaked at $1.9M in Q4 2022.
397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.