Stephens Consulting’s Box BOX Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-30	Closed	-$926	–	1314
2025 Q1	$926	Buy	+30	New	+$972	﹤0.01%	677
2024 Q3	–	Sell	-69	Closed	-$1.82K	–	539
2024 Q2	$1.82K	Buy	+69	New	+$1.84K	﹤0.01%	523

Other funds holding BOX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stephens Consulting's BOX Position: Q2 2025 in Review

Stephens Consulting sold out of Box (BOX) in Q2 2025, closing a stake of 30 shares — an estimated $926 sold.

Stephens Consulting first reported a position in BOX in Q2 2024 and held it in 2 quarters. The position peaked at $1.82K in Q2 2024. 416 funds tracked by Wall St. Rank hold BOX as of Q2 2025.

Stephens Consulting reported no remaining Box position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 30 Box shares in Q2 2025, an estimated $926.
Stephens Consulting first reported a position in Box in Q2 2024 and held it in 2 quarters.
Stephens Consulting's Box position peaked at $1.82K in Q2 2024.
416 funds tracked by Wall St. Rank held Box as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.