AIM
XYZ

Adapt Investment Managers’s Block Inc XYZ Stock Holding History

Adapt Investment Managers’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
Q1 		– Sell
-97,114
Closed -$5.9M – 214
2025
Q4 		$6.32M Sell
97,114
-27,105
-22% -$1.87M 0.05% 134
2025
Q3 		$8.98M Sell
124,219
-38,516
-24% -$2.88M 0.08% 106
2025
Q2 		$11.1M Buy
+162,735
New +$9.47M 0.14% 75

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

Adapt Investment Managers's XYZ Position: Q1 2026 in Review

Adapt Investment Managers sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 97,114 shares — an estimated $5.9M sold.

Adapt Investment Managers first reported a position in XYZ in Q2 2025 and held it in 3 quarters. The position peaked at $11.1M in Q2 2025. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Adapt Investment Managers reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Adapt Investment Managers sold 97,114 Block Inc shares in Q1 2026, an estimated $5.9M.
  • Adapt Investment Managers first reported a position in Block Inc in Q2 2025 and held it in 3 quarters.
  • Adapt Investment Managers's Block Inc position peaked at $11.1M in Q2 2025.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Adapt Investment Managers's 13F filing for Q1 2026, filed 15 May 2026.