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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
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
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

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

Oppenheimer Asset Management reduced its Box (BOX) stake by 1.6% in Q1 2026, selling an estimated $18.6K and leaving 45,865 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #703.

Oppenheimer Asset Management first reported a position in BOX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.9M in Q4 2022. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Oppenheimer Asset Management held 45,865 shares of Box worth $1.08M as of Q1 2026.
  • Oppenheimer Asset Management sold 741 Box shares in Q1 2026, an estimated $18.6K.
  • Box made up 0.01% of Oppenheimer Asset Management's portfolio in Q1 2026, its #703 holding.
  • Oppenheimer Asset Management first reported a position in Box in Q4 2021 and has held it in 18 quarters since.
  • Oppenheimer Asset Management's Box position peaked at $1.9M in Q4 2022.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.