Aspect Partners’s Block Inc XYZ Stock Holding History

Aspect Partners’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	-22	Closed	-$1.32K	–	766
2026 Q1	$1.32K	Hold	22	–	–	﹤0.01%	564
2025 Q4	$1.43K	Hold	22	–	–	﹤0.01%	598
2025 Q3	$1.59K	Sell	22 -58	-73%	-$4.34K	﹤0.01%	612
2025 Q2	$5.43K	Buy	+80	New	+$4.65K	﹤0.01%	366

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Aspect Partners's XYZ Position: Q2 2026 in Review

Aspect Partners sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 22 shares — an estimated $1.32K sold.

Aspect Partners first reported a position in XYZ in Q2 2025 and held it in 4 quarters. The position peaked at $5.43K in Q2 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Aspect Partners reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
Aspect Partners sold 22 Block Inc shares in Q2 2026, an estimated $1.32K.
Aspect Partners first reported a position in Block Inc in Q2 2025 and held it in 4 quarters.
Aspect Partners's Block Inc position peaked at $5.43K in Q2 2025.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.