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Annis Gardner Whiting Capital Advisors’s Block Inc XYZ Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-918
Closed -$55.2K – 1321
2026
Q1 		$55.2K Buy
918
+837
+1,033% +$50.9K 0.01% 564
2025
Q4 		$5.27K Sell
81
-205
-72% -$14.1K ﹤0.01% 867
2025
Q3 		$20.7K Buy
+286
New +$21.4K ﹤0.01% 603
2024
Q3 		– Sell
-227
Closed -$14.6K – 965
2024
Q2 		$14.6K Sell
227
-10
-4% -$700 ﹤0.01% 629
2024
Q1 		$20K Buy
+237
New +$17.1K 0.01% 550

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's XYZ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 918 shares — an estimated $55.2K sold.

Annis Gardner Whiting Capital Advisors first reported a position in XYZ in Q1 2024 and held it in 5 quarters. The position peaked at $55.2K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 918 Block Inc shares in Q2 2026, an estimated $55.2K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Block Inc in Q1 2024 and held it in 5 quarters.
  • Annis Gardner Whiting Capital Advisors's Block Inc position peaked at $55.2K in Q1 2026.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.