Sound Income Strategies’s Box BOX Stock Holding History

Sound Income Strategies’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	–	Sell	-361	Closed	-$9.33K	–	2607
2025 Q4	$9.33K	Buy	+361	New	+$11.3K	﹤0.01%	1509
2024 Q4	–	Sell	-40	Closed	-$1.31K	–	1487
2024 Q3	$1.31K	Hold	40	–	–	﹤0.01%	1202
2024 Q2	$1.06K	Hold	40	–	–	﹤0.01%	1196
2024 Q1	$1.13K	Hold	40	–	–	﹤0.01%	1157
2023 Q4	$1.02K	Hold	40	–	–	﹤0.01%	1163
2023 Q3	$968	Hold	40	–	–	﹤0.01%	1006
2023 Q2	$1.18K	Hold	40	–	–	﹤0.01%	953
2023 Q1	$1.07K	Hold	40	–	–	﹤0.01%	924
2022 Q4	$1.25K	Hold	40	–	–	﹤0.01%	833
2022 Q3	$1K	Hold	40	–	–	﹤0.01%	760
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	779
2022 Q1	$1K	Hold	40	–	–	﹤0.01%	773
2021 Q4	$1K	Hold	40	–	–	﹤0.01%	753
2021 Q3	$1K	Hold	40	–	–	﹤0.01%	729
2021 Q2	$1K	Buy	+40	New	+$932	﹤0.01%	767
2021 Q1	–	Sell	-60	Closed	-$1K	–	979
2020 Q4	$1K	Buy	+60	New	+$1.04K	﹤0.01%	759

Other funds holding BOX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Sound Income Strategies's BOX Position: Q1 2026 in Review

Sound Income Strategies sold out of Box (BOX) in Q1 2026, closing a stake of 361 shares — an estimated $9.33K sold.

Sound Income Strategies first reported a position in BOX in Q4 2020 and held it in 16 quarters. The position peaked at $9.33K in Q4 2025. 399 funds tracked by Wall St. Rank hold BOX as of Q1 2026.

Sound Income Strategies reported no remaining Box position as of Q1 2026 after selling out during the quarter.
Sound Income Strategies sold 361 Box shares in Q1 2026, an estimated $9.33K.
Sound Income Strategies first reported a position in Box in Q4 2020 and held it in 16 quarters.
Sound Income Strategies's Box position peaked at $9.33K in Q4 2025.
399 funds tracked by Wall St. Rank held Box as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.