AIM
XYZ

ARK Investment Management’s Block Inc XYZ Stock Holding History

ARK 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
2022
Q4 		– Sell
-2,700
Closed -$148K – 247
2022
Q3 		$148K Hold
2,700
– – ﹤0.01% 236
2022
Q2 		$236K Hold
2,700
– – ﹤0.01% 255
2022
Q1 		$366K Buy
2,700
+1,200
+80% +$145K ﹤0.01% 248
2021
Q4 		$242K Buy
1,500
+800
+114% +$173K ﹤0.01% 283
2021
Q3 		$168K Buy
+700
New +$180K ﹤0.01% 290

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T 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 $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ARK Investment Management's XYZ Position: Q1 2026 in Review

ARK Investment Management reduced its Block Inc (XYZ) stake by 8.2% in Q1 2026, selling an estimated $16.9M and leaving 3,093,936 shares worth $186M. The position accounts for 1.45% of the portfolio, ranked #25.

ARK Investment Management first reported a position in XYZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.49B in Q1 2021. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • ARK Investment Management held 3,093,936 shares of Block Inc worth $186M as of Q1 2026.
  • ARK Investment Management sold 277,520 Block Inc shares in Q1 2026, an estimated $16.9M.
  • Block Inc made up 1.45% of ARK Investment Management's portfolio in Q1 2026, its #25 holding.
  • ARK Investment Management first reported a position in Block Inc in Q4 2016 and has held it in 38 quarters since.
  • ARK Investment Management's Block Inc position peaked at $2.49B in Q1 2021.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on ARK Investment Management's 13F filing for Q1 2026, filed 12 May 2026.