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Shelton Capital Management’s Box BOX Stock Holding History

Shelton 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 		$942K Sell
39,843
-4,983
-11% -$125K 0.02% 274
2025
Q4 		$1.34M Sell
44,826
-482
-1% -$15.1K 0.03% 252
2025
Q3 		$1.46M Hold
45,308
– – 0.03% 242
2025
Q2 		$1.55M Sell
45,308
-201
-0.4% -$6.59K 0.04% 243
2025
Q1 		$1.4M Sell
45,509
-272
-0.6% -$8.81K 0.03% 251
2024
Q4 		$1.45M Sell
45,781
-549
-1% -$18K 0.04% 247
2024
Q3 		$1.52M Buy
+46,330
New +$1.35M 0.04% 255

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

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

Shelton Capital Management reduced its Box (BOX) stake by 11% in Q1 2026, selling an estimated $125K and leaving 39,843 shares worth $942K. The position accounts for 0.02% of the portfolio, ranked #274.

Shelton Capital Management first reported a position in BOX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.55M in Q2 2025. 398 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

  • Shelton Capital Management held 39,843 shares of Box worth $942K as of Q1 2026.
  • Shelton Capital Management sold 4,983 Box shares in Q1 2026, an estimated $125K.
  • Box made up 0.02% of Shelton Capital Management's portfolio in Q1 2026, its #274 holding.
  • Shelton Capital Management first reported a position in Box in Q3 2024 and has held it in 7 quarters since.
  • Shelton Capital Management's Box position peaked at $1.55M in Q2 2025.
  • 398 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.