Parkworth Wealth Management’s Box BOX Stock Holding History

Parkworth Wealth 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
2025 Q2	$103	Hold	3	–	–	﹤0.01%	1121
2025 Q1	$93	Hold	3	–	–	﹤0.01%	959
2024 Q4	$95	Buy	+3	New	+$98	﹤0.01%	992

Other funds holding BOX

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parkworth Wealth Management's BOX Position: Q2 2025 in Review

Parkworth Wealth Management held its Box (BOX) position steady in Q2 2025 at 3 shares worth $103. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Parkworth Wealth Management first reported a position in BOX in Q4 2024 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

Parkworth Wealth Management held 3 shares of Box worth $103 as of Q2 2025.
Parkworth Wealth Management left its Box share count unchanged in Q2 2025.
Box made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1121 holding.
Parkworth Wealth Management first reported a position in Box in Q4 2024 and has held it in 3 quarters since.
415 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.