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Summit Wealth Group (Colorado)’s Box BOX Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-3,214
Closed -$479K – 288
2025
Q3 		$479K Buy
+3,214
New +$104K 0.07% 144

Other funds holding BOX

BlackRock
BlackRock New York $5.72T 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BOX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Box (BOX) in Q4 2025, closing a stake of 3,214 shares — an estimated $479K sold.

Summit Wealth Group (Colorado) first reported a position in BOX in Q3 2025 and held it in 1 quarter. The position peaked at $479K in Q3 2025. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Box position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,214 Box shares in Q4 2025, an estimated $479K.
  • Summit Wealth Group (Colorado) first reported a position in Box in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Box position peaked at $479K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.