Rockefeller Capital Management
BOX icon

Rockefeller Capital Management’s Box BOX Stock Holding History

Rockefeller Capital 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 		$785K Sell
33,206
-2,375
-7% -$59.8K ﹤0.01% 1738
2025
Q4 		$1.06M Sell
35,581
-79
-0.2% -$2.48K ﹤0.01% 1535
2025
Q3 		$1.15M Sell
35,660
-3,212
-8% -$104K ﹤0.01% 1360
2025
Q2 		$1.33M Buy
38,872
+3,834
+11% +$126K ﹤0.01% 1240
2025
Q1 		$1.08M Sell
35,038
-86
-0.2% -$2.79K ﹤0.01% 1240
2024
Q4 		$1.11M Sell
35,124
-16
-0% -$525 ﹤0.01% 1215
2024
Q3 		$1.15M Sell
35,140
-6,294
-15% -$184K ﹤0.01% 1188
2024
Q2 		$1.1M Buy
41,434
+2,374
+6% +$63.3K ﹤0.01% 1180
2024
Q1 		$1.11M Buy
39,060
+6,988
+22% +$188K ﹤0.01% 1226
2023
Q4 		$821K Buy
+32,072
New +$811K ﹤0.01% 1209
2023
Q3 		– Sell
-7,461
Closed -$219K – 1527
2023
Q2 		$219K Sell
7,461
-1,514
-17% -$41.9K ﹤0.01% 1618
2023
Q1 		$240K Buy
8,975
+128
+1% +$3.86K ﹤0.01% 1709
2022
Q4 		$275K Sell
8,847
-44
-0.5% -$1.25K ﹤0.01% 1514
2022
Q3 		$216K Sell
8,891
-17
-0.2% -$468 ﹤0.01% 1623
2022
Q2 		$223K Sell
8,908
-181
-2% -$5.06K ﹤0.01% 1591
2022
Q1 		$264K Sell
9,089
-14,796
-62% -$389K ﹤0.01% 1573
2021
Q4 		$625K Buy
23,885
+20,772
+667% +$535K ﹤0.01% 1240
2021
Q3 		$73K Buy
3,113
+2,464
+380% +$60.5K ﹤0.01% 1988
2021
Q2 		$16K Buy
+649
New +$15.1K ﹤0.01% 2570
2019
Q2 		– Sell
-36
Closed -$1K – 1678
2019
Q1 		$1K Buy
+36
New +$746 ﹤0.01% 1840

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Rockefeller Capital Management's BOX Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Box (BOX) stake by 6.7% in Q1 2026, selling an estimated $59.8K and leaving 33,206 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Rockefeller Capital Management first reported a position in BOX in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.33M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Rockefeller Capital Management held 33,206 shares of Box worth $785K as of Q1 2026.
  • Rockefeller Capital Management sold 2,375 Box shares in Q1 2026, an estimated $59.8K.
  • Box made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1738 holding.
  • Rockefeller Capital Management first reported a position in Box in Q1 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Box position peaked at $1.33M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.