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Shell Asset Management’s Box BOX Stock Holding History

Shell 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
2025
Q3 		$103K Sell
3,182
-3,869
-55% -$125K 0.01% 635
2025
Q2 		$241K Sell
7,051
-600
-8% -$19.7K 0.01% 705
2025
Q1 		$236K Sell
7,651
-331
-4% -$10.7K 0.01% 716
2024
Q4 		$252K Hold
7,982
– – 0.01% 743
2024
Q3 		$261K Buy
+7,982
New +$233K 0.01% 734
2024
Q1 		$223K Sell
8,440
-879
-9% -$23.6K 0.01% 775
2023
Q4 		$239K Sell
9,319
-2,819
-23% -$71.3K 0.01% 786
2023
Q3 		$294K Sell
12,138
-190
-2% -$5.43K 0.01% 762
2023
Q2 		$362K Sell
12,328
-70
-0.6% -$1.94K 0.01% 714
2023
Q1 		$332K Sell
12,398
-44
-0.4% -$1.33K 0.01% 744
2022
Q4 		$387K Sell
12,442
-2,641
-18% -$75.4K 0.02% 666
2022
Q3 		$368K Sell
15,083
-3,933
-21% -$108K 0.01% 728
2022
Q2 		$478K Buy
19,016
+3,703
+24% +$103K 0.01% 744
2022
Q1 		$445K Sell
15,313
-2,267
-13% -$59.6K 0.01% 866
2021
Q4 		$460K Buy
17,580
+81
+0.5% +$2.09K 0.01% 933
2021
Q3 		$414K Buy
17,499
+6,594
+60% +$162K 0.01% 952
2021
Q2 		$279K Buy
10,905
+590
+6% +$13.8K 0.01% 1135
2021
Q1 		$237K Hold
10,315
– – ﹤0.01% 1105
2020
Q4 		$186K Sell
10,315
-1,083
-10% -$18.9K ﹤0.01% 1132
2020
Q3 		$198K Hold
11,398
– – ﹤0.01% 1048
2020
Q2 		$237K Sell
11,398
-154
-1% -$2.7K 0.01% 981
2020
Q1 		$162K Sell
11,552
-176
-2% -$2.62K ﹤0.01% 1050
2019
Q4 		$197K Sell
11,728
-283
-2% -$4.75K ﹤0.01% 1133
2019
Q3 		$199K Sell
12,011
-103
-0.9% -$1.65K ﹤0.01% 1133
2019
Q2 		$213K Sell
12,114
-278
-2% -$5.32K ﹤0.01% 1116
2019
Q1 		$239K Hold
12,392
– – 0.01% 1080
2018
Q4 		$209K Sell
12,392
-1,100
-8% -$20.2K 0.01% 1033
2018
Q3 		$323K Buy
+13,492
New +$340K 0.01% 1054

Other funds holding BOX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Shell Asset Management's BOX Position: Q3 2025 in Review

Shell Asset Management reduced its Box (BOX) stake by 55% in Q3 2025, selling an estimated $125K and leaving 3,182 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #635.

Shell Asset Management first reported a position in BOX in Q3 2018 and has held it in 28 quarters since. The position peaked at $478K in Q2 2022. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

  • Shell Asset Management held 3,182 shares of Box worth $103K as of Q3 2025.
  • Shell Asset Management sold 3,869 Box shares in Q3 2025, an estimated $125K.
  • Box made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #635 holding.
  • Shell Asset Management first reported a position in Box in Q3 2018 and has held it in 28 quarters since.
  • Shell Asset Management's Box position peaked at $478K in Q2 2022.
  • 408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.