Aigen Investment Management’s Block Inc XYZ Stock Holding History

Aigen Investment Management’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	-4,882	Closed	-$318K	–	832
2025 Q4	$318K	Buy	+4,882	New	+$337K	0.07%	349
2025 Q1	–	Sell	-3,194	Closed	-$271K	–	1089
2024 Q4	$271K	Buy	+3,194	New	+$262K	0.05%	508
2023 Q4	–	Sell	-29,065	Closed	-$1.29M	–	1139
2023 Q3	$1.29M	Buy	29,065 +16,703	+135%	+$1.03M	0.24%	107
2023 Q2	$823K	Buy	+12,362	New	+$772K	0.12%	236
2023 Q1	–	Sell	-4,510	Closed	-$283K	–	859
2022 Q4	$283K	Sell	4,510 -32,226	-88%	-$1.99M	0.04%	375
2022 Q3	$2.02M	Buy	+36,736	New	+$2.6M	0.29%	101
2022 Q1	–	Sell	-20,555	Closed	-$3.58M	–	1167
2021 Q4	$3.58M	Buy	+20,555	New	+$4.45M	0.22%	123
2020 Q1	–	Sell	-13,598	Closed	-$851K	–	1619
2019 Q4	$851K	Buy	+13,598	New	+$869K	0.14%	213

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aigen Investment Management's XYZ Position: Q1 2026 in Review

Aigen Investment Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,882 shares — an estimated $318K sold.

Aigen Investment Management first reported a position in XYZ in Q4 2019 and held it in 8 quarters. The position peaked at $3.58M in Q4 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Aigen Investment Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 4,882 Block Inc shares in Q1 2026, an estimated $318K.
Aigen Investment Management first reported a position in Block Inc in Q4 2019 and held it in 8 quarters.
Aigen Investment Management's Block Inc position peaked at $3.58M in Q4 2021.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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