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 Q2	$1.73M	Buy	+22,709	New	+$1.6M	0.47%	54
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Aigen Investment Management's XYZ Position: Q2 2026 in Review

Aigen Investment Management opened a new position in Block Inc (XYZ) in Q2 2026: 22,709 shares worth $1.73M. The stake represents 0.47% of the portfolio and ranks #54 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in XYZ as recently as Q4 2025.

Aigen Investment Management first reported a position in XYZ in Q4 2019 and has held it in 9 quarters since. The position peaked at $3.58M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Aigen Investment Management held 22,709 shares of Block Inc worth $1.73M as of Q2 2026.
Block Inc was a new Aigen Investment Management position in Q2 2026.
Block Inc made up 0.47% of Aigen Investment Management's portfolio in Q2 2026, its #54 holding.
Aigen Investment Management first reported a position in Block Inc in Q4 2019 and has held it in 9 quarters since.
Aigen Investment Management's Block Inc position peaked at $3.58M in Q4 2021.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.