SPW
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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 $5.7T 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 $564B AUM 30.12% 1-Year Est. Return