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Sonoma Private Wealth’s Box BOX Stock Holding History

Sonoma Private Wealth’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 		– Sell
-9,566
Closed -$327K – 72
2025
Q2 		$327K Sell
9,566
-508
-5% -$16.7K 0.4% 57
2025
Q1 		$311K Buy
10,074
+334
+3% +$10.8K 0.43% 56
2024
Q4 		$308K Buy
9,740
+941
+11% +$30.9K 0.5% 65
2024
Q3 		$288K Sell
8,799
-338
-4% -$9.86K 0.45% 78
2024
Q2 		$242K Sell
9,137
-201
-2% -$5.36K 0.39% 77
2024
Q1 		$264K Buy
+9,338
New +$251K 0.43% 78
2023
Q4 		– Sell
-11,668
Closed -$282K – 81
2023
Q3 		$282K Buy
11,668
+918
+9% +$26.2K 0.52% 64
2023
Q2 		$316K Buy
+10,750
New +$298K 0.55% 60

Other funds holding BOX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $27.7B AUM 52.44% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sonoma Private Wealth's BOX Position: Q3 2025 in Review

Sonoma Private Wealth sold out of Box (BOX) in Q3 2025, closing a stake of 9,566 shares — an estimated $327K sold.

Sonoma Private Wealth first reported a position in BOX in Q2 2023 and held it in 8 quarters. The position peaked at $327K in Q2 2025. 408 funds tracked by Wall St. Rank hold BOX as of Q3 2025.

  • Sonoma Private Wealth reported no remaining Box position as of Q3 2025 after selling out during the quarter.
  • Sonoma Private Wealth sold 9,566 Box shares in Q3 2025, an estimated $327K.
  • Sonoma Private Wealth first reported a position in Box in Q2 2023 and held it in 8 quarters.
  • Sonoma Private Wealth's Box position peaked at $327K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held Box as of Q3 2025.

Based on Sonoma Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.