Ray Dalio’s Box BOX Stock Holding History

Ray Dalio’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	-241,446	Closed	-$7.22M	–	1024
2025 Q4	$7.22M	Buy	241,446 +161,439	+202%	+$5.06M	0.03%	431
2025 Q3	$2.58M	Buy	+80,007	New	+$2.59M	0.01%	666
2025 Q1	–	Sell	-114,686	Closed	-$3.62M	–	690
2024 Q4	$3.62M	Buy	114,686 +1,414	+1%	+$46.4K	0.02%	387
2024 Q3	$3.71M	Buy	113,272 +15,119	+15%	+$441K	0.02%	425
2024 Q2	$2.6M	Buy	+98,153	New	+$2.62M	0.01%	488

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Ray Dalio's BOX Position: Q1 2026 in Review

Ray Dalio sold out of Box (BOX) in Q1 2026, closing a stake of 241,446 shares — an estimated $7.22M sold.

Ray Dalio first reported a position in BOX in Q2 2024 and held it in 5 quarters. The position peaked at $7.22M in Q4 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Ray Dalio reported no remaining Box position as of Q1 2026 after selling out during the quarter.
Ray Dalio sold 241,446 Box shares in Q1 2026, an estimated $7.22M.
Ray Dalio first reported a position in Box in Q2 2024 and held it in 5 quarters.
Ray Dalio's Box position peaked at $7.22M in Q4 2025.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.