Osaic Holdings
BOX icon

Osaic Holdings’s Box BOX Stock Holding History

Osaic Holdings’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 		$202K Sell
8,561
-185,793
-96% -$4.68M ﹤0.01% 4125
2025
Q4 		$5.81M Sell
194,354
-62,616
-24% -$1.96M 0.01% 1270
2025
Q3 		$8.3M Buy
256,970
+246,984
+2,473% +$8M 0.01% 1134
2025
Q2 		$341K Buy
9,986
+953
+11% +$31.2K ﹤0.01% 3480
2025
Q1 		$279K Sell
9,033
-3,155
-26% -$102K ﹤0.01% 3368
2024
Q4 		$362K Sell
12,188
-1,734
-12% -$56.9K ﹤0.01% 3087
2024
Q3 		$456K Buy
13,922
+2,601
+23% +$75.9K ﹤0.01% 2961
2024
Q2 		$299K Sell
11,321
-3,016
-21% -$80.4K ﹤0.01% 3224
2024
Q1 		$406K Sell
14,337
-23,435
-62% -$629K ﹤0.01% 3106
2023
Q4 		$967K Sell
37,772
-20,513
-35% -$519K ﹤0.01% 2547
2023
Q3 		$1.41M Buy
58,285
+16,273
+39% +$465K ﹤0.01% 2308
2023
Q2 		$1.23M Sell
42,012
-3
-0% -$83 ﹤0.01% 2307
2023
Q1 		$1.13M Sell
42,015
-92
-0.2% -$2.77K ﹤0.01% 2345
2022
Q4 		$1.31M Buy
42,107
+1,291
+3% +$36.8K ﹤0.01% 2116
2022
Q3 		$995K Sell
40,816
-3,451
-8% -$94.9K ﹤0.01% 2229
2022
Q2 		$1.11M Buy
44,267
+2,396
+6% +$66.9K ﹤0.01% 2170
2022
Q1 		$1.22M Buy
41,871
+2,183
+6% +$57.4K ﹤0.01% 2389
2021
Q4 		$1.04M Buy
39,688
+18,699
+89% +$482K ﹤0.01% 2367
2021
Q3 		$496K Buy
20,989
+430
+2% +$10.6K ﹤0.01% 3040
2021
Q2 		$527K Buy
20,559
+2,435
+13% +$56.7K ﹤0.01% 2978
2021
Q1 		$418K Sell
18,124
-5,055
-22% -$98.4K ﹤0.01% 3063
2020
Q4 		$418K Sell
23,179
-3,358
-13% -$58.5K ﹤0.01% 2821
2020
Q3 		$461K Sell
26,537
-4,830
-15% -$89.2K ﹤0.01% 2501
2020
Q2 		$650K Sell
31,367
-8,394
-21% -$147K ﹤0.01% 2121
2020
Q1 		$483K Buy
+39,761
New +$592K ﹤0.01% 2130

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

Osaic Holdings's BOX Position: Q1 2026 in Review

Osaic Holdings reduced its Box (BOX) stake by 96% in Q1 2026, selling an estimated $4.68M and leaving 8,561 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #4125.

Osaic Holdings first reported a position in BOX in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.3M in Q3 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Osaic Holdings held 8,561 shares of Box worth $202K as of Q1 2026.
  • Osaic Holdings sold 185,793 Box shares in Q1 2026, an estimated $4.68M.
  • Box made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4125 holding.
  • Osaic Holdings first reported a position in Box in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's Box position peaked at $8.3M in Q3 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.