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Box Inc cl a shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Box Inc cl a (BOX) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Box Inc cl a

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All positions including Box Inc cl a held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Box Inc cl a by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $8.6M 252k 34.17
2025-03-31 $7.8M 253k 30.86
2024-12-31 $7.2M 228k 31.60
2024-09-30 $6.4M 194k 32.73

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View all positions for Congress Wealth Management LLC / DE /

Top funds holding Box Inc cl a

BlackRock
Vanguard Group
UBS Group
Earnest Partners
State Street Corporation
Acadian Asset Management
Arrowstreet Capital, Limited Partnership
Geode Capital Management
Sei Investments
RGM Capital
Jpmorgan Chase & Co
Dimensional Fund Advisors
Wells Fargo & Company
Morgan Stanley
Congress Asset Management

View all funds holding Box Inc cl a