Adage Capital Partners
XYZ

Adage Capital Partners’s Block Inc XYZ Stock Holding History

Adage Capital Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.2M Sell
476,900
-8,700
-2% -$612K 0.05% 347
2026
Q1 		$29.2M Sell
485,600
-7,800
-2% -$474K 0.05% 376
2025
Q4 		$32.1M Buy
493,400
+58,100
+13% +$4.01M 0.05% 354
2025
Q3 		$31.5M Buy
435,300
+300,169
+222% +$22.5M 0.05% 349
2025
Q2 		$9.18M Buy
+135,131
New +$7.86M 0.02% 631
2024
Q2 		– Sell
-125,000
Closed -$10.6M – 959
2024
Q1 		$10.6M Buy
125,000
+50,000
+67% +$3.62M 0.02% 589
2023
Q4 		$5.8M Buy
+75,000
New +$4.24M 0.01% 666
2023
Q1 		– Sell
-150,000
Closed -$9.43M – 1016
2022
Q4 		$9.43M Buy
+150,000
New +$9.26M 0.02% 648
2018
Q3 		– Sell
-50,000
Closed -$3.08M – 767
2018
Q2 		$3.08M Buy
+50,000
New +$2.75M 0.01% 678

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Adage Capital Partners's XYZ Position: Q2 2026 in Review

Adage Capital Partners reduced its Block Inc (XYZ) stake by 1.8% in Q2 2026, selling an estimated $612K and leaving 476,900 shares worth $36.2M. The position accounts for 0.05% of the portfolio, ranked #347.

Adage Capital Partners first reported a position in XYZ in Q2 2018 and has held it in 9 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Adage Capital Partners held 476,900 shares of Block Inc worth $36.2M as of Q2 2026.
  • Adage Capital Partners sold 8,700 Block Inc shares in Q2 2026, an estimated $612K.
  • Block Inc made up 0.05% of Adage Capital Partners's portfolio in Q2 2026, its #347 holding.
  • Adage Capital Partners first reported a position in Block Inc in Q2 2018 and has held it in 9 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.