Rise Advisors’s Box BOX Stock Holding History

Rise Advisors’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 Q4	–	Sell	-269	Closed	-$8.68K	–	285
2025 Q3	$8.68K	Hold	269	–	–	﹤0.01%	1051
2025 Q2	$9.19K	Hold	269	–	–	﹤0.01%	1034
2025 Q1	$8.3K	Buy	+269	New	+$8.71K	﹤0.01%	1097

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Rise Advisors's BOX Position: Q4 2025 in Review

Rise Advisors sold out of Box (BOX) in Q4 2025, closing a stake of 269 shares — an estimated $8.68K sold.

Rise Advisors first reported a position in BOX in Q1 2025 and held it in 3 quarters. The position peaked at $9.19K in Q2 2025. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

Rise Advisors reported no remaining Box position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 269 Box shares in Q4 2025, an estimated $8.68K.
Rise Advisors first reported a position in Box in Q1 2025 and held it in 3 quarters.
Rise Advisors's Box position peaked at $9.19K in Q2 2025.
412 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.