Atlas Capital Advisors’s Block Inc XYZ Stock Holding History

Atlas 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 Q1	–	Sell	-5,487	Closed	-$357K	–	1038
2025 Q4	$357K	Buy	+5,487	New	+$378K	0.04%	316
2025 Q2	$373K	Hold	5,487	–	–	0.05%	300
2025 Q1	$298K	Hold	5,487	–	–	0.04%	337
2024 Q4	$466K	Hold	5,487	–	–	0.06%	250
2024 Q3	$368K	Hold	5,487	–	–	0.06%	281
2024 Q2	$354K	Hold	5,487	–	–	0.05%	296
2024 Q1	$464K	Hold	5,487	–	–	0.07%	226
2023 Q4	$424K	Hold	5,487	–	–	0.06%	242
2023 Q3	$243K	Hold	5,487	–	–	0.04%	319
2023 Q2	$365K	Hold	5,487	–	–	0.06%	261
2023 Q1	$377K	Hold	5,487	–	–	0.06%	246
2022 Q4	$345K	Hold	5,487	–	–	0.06%	241
2022 Q3	$302K	Sell	5,487 -33	-0.6%	-$2.34K	0.05%	266
2022 Q2	$339K	Hold	5,520	–	–	0.06%	267
2022 Q1	$749K	Hold	5,520	–	–	0.12%	158
2021 Q4	$892K	Hold	5,520	–	–	0.13%	126
2021 Q3	$1.32M	Sell	5,520 -5,480	-50%	-$1.41M	0.21%	96
2021 Q2	$2.68M	Buy	11,000 +10,967	+33,233%	+$2.54M	0.45%	49
2021 Q1	$7.49K	Buy	+33	New	+$7.72K	﹤0.01%	708

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

Atlas Capital Advisors's XYZ Position: Q1 2026 in Review

Atlas Capital Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 5,487 shares — an estimated $357K sold.

Atlas Capital Advisors first reported a position in XYZ in Q1 2021 and held it in 19 quarters. The position peaked at $2.68M in Q2 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Atlas Capital Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Atlas Capital Advisors sold 5,487 Block Inc shares in Q1 2026, an estimated $357K.
Atlas Capital Advisors first reported a position in Block Inc in Q1 2021 and held it in 19 quarters.
Atlas Capital Advisors's Block Inc position peaked at $2.68M in Q2 2021.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.