AlphaGrep UK’s Block Inc XYZ Stock Holding History

AlphaGrep UK’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 Q3	–	Sell	-4,491	Closed	-$341K	–	986
2026 Q2	$341K	Sell	4,491 -1,067	-19%	-$75K	0.1%	400
2026 Q1	$334K	Buy	5,558 +1,380	+33%	+$83.9K	0.1%	458
2025 Q4	$272K	Buy	+4,178	New	+$288K	0.09%	482

Other funds holding XYZ

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

AlphaGrep UK's XYZ Position: Q3 2026 in Review

AlphaGrep UK sold out of Block Inc (XYZ) in Q3 2026, closing a stake of 4,491 shares — an estimated $341K sold.

AlphaGrep UK first reported a position in XYZ in Q4 2025 and held it in 3 quarters. The position peaked at $341K in Q2 2026. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

AlphaGrep UK reported no remaining Block Inc position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 4,491 Block Inc shares in Q3 2026, an estimated $341K.
AlphaGrep UK first reported a position in Block Inc in Q4 2025 and held it in 3 quarters.
AlphaGrep UK's Block Inc position peaked at $341K in Q2 2026.
888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.