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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
Q2 		$1.04M Sell
39,084
-759
-2% -$18.9K 0.02% 251
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shelton Capital Management's BOX Position: Q2 2026 in Review

Shelton Capital Management reduced its Box (BOX) stake by 1.9% in Q2 2026, selling an estimated $18.9K and leaving 39,084 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #251.

Shelton Capital Management first reported a position in BOX in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.55M in Q2 2025. 397 funds tracked by Wall St. Rank hold BOX as of Q2 2026.

  • Shelton Capital Management held 39,084 shares of Box worth $1.04M as of Q2 2026.
  • Shelton Capital Management sold 759 Box shares in Q2 2026, an estimated $18.9K.
  • Box made up 0.02% of Shelton Capital Management's portfolio in Q2 2026, its #251 holding.
  • Shelton Capital Management first reported a position in Box in Q3 2024 and has held it in 8 quarters since.
  • Shelton Capital Management's Box position peaked at $1.55M in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Box as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.