ORG Partners’s Box BOX Stock Holding History

ORG Partners’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	-180	Closed	-$6.07K	–	1600
2025 Q2	$6.07K	Buy	+180	New	+$5.9K	﹤0.01%	1005
2024 Q3	–	Sell	-20	Closed	-$528	–	1193
2024 Q2	$528	Buy	+20	New	+$533	﹤0.01%	1630
2024 Q1	–	Sell	-100	Closed	-$2.56K	–	603
2023 Q4	$2.56K	Buy	+100	New	+$2.53K	﹤0.01%	934

Other funds holding BOX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ORG Partners's BOX Position: Q3 2025 in Review

ORG Partners sold out of Box (BOX) in Q3 2025, closing a stake of 180 shares — an estimated $6.07K sold.

ORG Partners first reported a position in BOX in Q4 2023 and held it in 3 quarters. The position peaked at $6.07K in Q2 2025. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

ORG Partners reported no remaining Box position as of Q3 2025 after selling out during the quarter.
ORG Partners sold 180 Box shares in Q3 2025, an estimated $6.07K.
ORG Partners first reported a position in Box in Q4 2023 and held it in 3 quarters.
ORG Partners's Box position peaked at $6.07K in Q2 2025.
408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on ORG Partners's 13F filing for Q3 2025, filed 24 Oct 2025.