OSAM
BOX icon

O'Shaughnessy Asset Management’s Box BOX Stock Holding History

O'Shaughnessy 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 		– Sell
-11,301
Closed -$338K – 2680
2025
Q4 		$338K Sell
11,301
-1,931
-15% -$60.6K ﹤0.01% 1706
2025
Q3 		$427K Sell
13,232
-804
-6% -$26K ﹤0.01% 1570
2025
Q2 		$480K Buy
14,036
+389
+3% +$12.8K ﹤0.01% 1404
2025
Q1 		$421K Buy
13,647
+926
+7% +$30K ﹤0.01% 1401
2024
Q4 		$402K Sell
12,721
-755
-6% -$24.8K ﹤0.01% 1376
2024
Q3 		$440K Buy
13,476
+1,530
+13% +$44.6K ﹤0.01% 1287
2024
Q2 		$316K Buy
11,946
+2,626
+28% +$70K ﹤0.01% 1337
2024
Q1 		$264K Sell
9,320
-1,815
-16% -$48.7K ﹤0.01% 1381
2023
Q4 		$285K Sell
11,135
-1,771
-14% -$44.8K ﹤0.01% 1233
2023
Q3 		$312K Buy
12,906
+2,377
+23% +$67.9K ﹤0.01% 1094
2023
Q2 		$309K Sell
10,529
-77
-0.7% -$2.13K ﹤0.01% 1048
2023
Q1 		$284K Sell
10,606
-109
-1% -$3.28K ﹤0.01% 1073
2022
Q4 		$334K Sell
10,715
-504
-4% -$14.4K 0.01% 935
2022
Q3 		$274K Buy
11,219
+1,555
+16% +$42.8K 0.01% 970
2022
Q2 		$243K Sell
9,664
-121
-1% -$3.38K ﹤0.01% 956
2022
Q1 		$284K Buy
9,785
+11
+0.1% +$289 ﹤0.01% 918
2021
Q4 		$256K Hold
9,774
– – ﹤0.01% 946
2021
Q3 		$232K Sell
9,774
-82
-0.8% -$2.01K ﹤0.01% 969
2021
Q2 		$252K Buy
9,856
+839
+9% +$19.6K 0.01% 917
2021
Q1 		$207K Sell
9,017
-7,992
-47% -$156K ﹤0.01% 915
2020
Q4 		$307K Buy
17,009
+5,437
+47% +$94.7K 0.01% 683
2020
Q3 		$201K Buy
11,572
+46
+0.4% +$849 0.01% 694
2020
Q2 		$240K Buy
+11,526
New +$202K 0.01% 591

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

O'Shaughnessy Asset Management's BOX Position: Q1 2026 in Review

O'Shaughnessy Asset Management sold out of Box (BOX) in Q1 2026, closing a stake of 11,301 shares — an estimated $338K sold.

O'Shaughnessy Asset Management first reported a position in BOX in Q2 2020 and held it in 23 quarters. The position peaked at $480K in Q2 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • O'Shaughnessy Asset Management reported no remaining Box position as of Q1 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 11,301 Box shares in Q1 2026, an estimated $338K.
  • O'Shaughnessy Asset Management first reported a position in Box in Q2 2020 and held it in 23 quarters.
  • O'Shaughnessy Asset Management's Box position peaked at $480K in Q2 2025.
  • 399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.