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	$375	Hold	3	–	–	﹤0.01%	7484
2025 Q4	$1.11K	Hold	3	–	–	﹤0.01%	7244
2025 Q3	$1.92K	Hold	3	–	–	﹤0.01%	7148
2025 Q2	$2.37K	Buy	+3	New	+$98	﹤0.01%	6870
2024 Q1	–	Sell	-3	Closed	-$3.66K	–	7218
2023 Q4	$3.66K	Hold	3	–	–	﹤0.01%	6292
2023 Q3	$3.39K	Hold	3	–	–	﹤0.01%	6429
2023 Q2	$4.95K	Hold	3	–	–	﹤0.01%	6316
2023 Q1	$4.02K	Hold	3	–	–	﹤0.01%	6436
2022 Q4	$5K	Hold	3	–	–	﹤0.01%	6266
2022 Q3	$3K	Hold	3	–	–	﹤0.01%	6585
2022 Q2	$3K	Hold	3	–	–	﹤0.01%	6700
2022 Q1	$5K	Hold	3	–	–	﹤0.01%	6458
2021 Q4	$4K	Buy	+3	New	+$77	﹤0.01%	6728

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.