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Box Inc cl a shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of Box Inc cl a (BOX) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in Box Inc cl a

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All positions including Box Inc cl a held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Box Inc cl a by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $361k 14k 26.54
2026-03-31 $322k 14k 23.64
2025-12-31 $408k 14k 29.91
2025-09-30 $439k 14k 32.27

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Top funds holding Box Inc cl a

BlackRock
Vanguard Portfolio Management
Earnest Partners
Vanguard Capital Management
State Street Corporation
Arrowstreet Capital, Limited Partnership
Acadian Asset Management
Geode Capital Management
Bank of America Corporation
Sei Investments
UBS Group
Squarepoint Ops
Dimensional Fund Advisors
Marshall Wace
Citadel Advisors

View all funds holding Box Inc cl a