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Box Inc cl a shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Box Inc cl a

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

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Quarterly reported holdings in Box Inc cl a by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $34k 1.0k 34.17
2025-03-31 $31k 1.0k 30.86

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Pimco Active Bond Exchange-traded Fund Etf (BOND)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
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Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Vanguard Mid-cap Growth Etf Etf (VOT)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard S&p 500 Etf Etf (VOO)
Schwab Fundamental International Equity Etf Etf (FNDF)

View all positions for MorganRosel Wealth Management

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
Congress Asset Management
Deutsche Bank Aktiengesellschaft

View all funds holding Box Inc cl a