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Wealthspire Advisors (New York)’s Box BOX Stock Holding History

Wealthspire Advisors (New York)’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
-448
Closed -$14.5K – 1277
2025
Q3 		$14.5K Buy
+448
New +$14.5K ﹤0.01% 1847

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 $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s BOX Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Box (BOX) in Q4 2025, closing a stake of 448 shares — an estimated $14.5K sold.

Wealthspire Advisors (New York) first reported a position in BOX in Q3 2025 and held it in 1 quarter. The position peaked at $14.5K in Q3 2025. 412 funds tracked by Wall St. Rank hold BOX as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Box position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 448 Box shares in Q4 2025, an estimated $14.5K.
  • Wealthspire Advisors (New York) first reported a position in Box in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Box position peaked at $14.5K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Box as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.