AlphaQuest’s Block Inc XYZ Stock Holding History

AlphaQuest’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	-7,364	Closed	-$479K	–	2226
2025 Q4	$479K	Buy	7,364 +1,434	+24%	+$98.9K	0.03%	861
2025 Q3	$429K	Buy	5,930 +2,884	+95%	+$216K	0.03%	896
2025 Q2	$207K	Hold	3,046	–	–	0.02%	1111
2025 Q1	$165K	Buy	3,046 +2,009	+194%	+$150K	0.02%	1072
2024 Q4	$88.1K	Buy	+1,037	New	+$85.1K	0.01%	1132
2024 Q3	–	Sell	-8,095	Closed	-$522K	–	2014
2024 Q2	$522K	Buy	8,095 +7,520	+1,308%	+$526K	0.07%	439
2024 Q1	$48.6K	Buy	+575	New	+$41.6K	0.01%	938

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

AlphaQuest's XYZ Position: Q1 2026 in Review

AlphaQuest sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 7,364 shares — an estimated $479K sold.

AlphaQuest first reported a position in XYZ in Q1 2024 and held it in 7 quarters. The position peaked at $522K in Q2 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

AlphaQuest reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 7,364 Block Inc shares in Q1 2026, an estimated $479K.
AlphaQuest first reported a position in Block Inc in Q1 2024 and held it in 7 quarters.
AlphaQuest's Block Inc position peaked at $522K in Q2 2024.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.