ARAM
XYZ

Ardmore Road Asset Management’s Block Inc XYZ Stock Holding History

Ardmore Road Asset 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 		– Sell
-246,000
Closed -$14.8M – 89
2026
Q1 		$14.8M Buy
246,000
+89,454
+57% +$5.44M 0.97% 45
2025
Q4 		$10.2M Sell
156,546
-693,454
-82% -$47.8M 0.77% 47
2025
Q3 		$61.4M Buy
850,000
+300,000
+55% +$22.5M 3.97% 4
2025
Q2 		$37.4M Sell
550,000
-500,000
-48% -$29.1M 3.09% 12
2025
Q1 		$57M Buy
+1,050,000
New +$78.4M 5.85% 2
2024
Q4 		– Sell
-200,000
Closed -$13.4M – 53
2024
Q3 		$13.4M Sell
200,000
-150,000
-43% -$9.69M 1.73% 26
2024
Q2 		$22.6M Buy
350,000
+290,000
+483% +$20.3M 3.43% 10
2024
Q1 		$5.07M Buy
+60,000
New +$4.34M 0.89% 29
2023
Q3 		– Sell
-500,000
Closed -$33.3M – 41
2023
Q2 		$33.3M Buy
500,000
+440,000
+733% +$27.5M 10.03% 3
2023
Q1 		$4.12M Buy
60,000
+10,000
+20% +$749K 1.85% 19
2022
Q4 		$3.14M Sell
50,000
-158,100
-76% -$9.76M 1.63% 20
2022
Q3 		$11.4M Buy
208,100
+183,100
+732% +$13M 4.53% 9
2022
Q2 		$1.54M Buy
+25,000
New +$2.28M 1% 22

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 $3.37T AUM 44.26% 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

Ardmore Road Asset Management's XYZ Position: Q2 2026 in Review

Ardmore Road Asset Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 246,000 shares — an estimated $14.8M sold.

Ardmore Road Asset Management first reported a position in XYZ in Q2 2022 and held it in 13 quarters. The position peaked at $61.4M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Ardmore Road Asset Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Ardmore Road Asset Management sold 246,000 Block Inc shares in Q2 2026, an estimated $14.8M.
  • Ardmore Road Asset Management first reported a position in Block Inc in Q2 2022 and held it in 13 quarters.
  • Ardmore Road Asset Management's Block Inc position peaked at $61.4M in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.