AC
XYZ

Avory & Company’s Block Inc XYZ Stock Holding History

Avory & Company’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 		$8.51M Sell
112,018
-11,062
-9% -$778K 10.64% 2
2026
Q1 		$7.41M Sell
123,080
-211,341
-63% -$12.9M 9.58% 3
2025
Q4 		$21.8M Sell
334,421
-20,617
-6% -$1.42M 13.93% 2
2025
Q3 		$25.7M Sell
355,038
-2,115
-0.6% -$158K 15.46% 2
2025
Q2 		$24.3M Buy
357,153
+15,113
+4% +$879K 14.79% 2
2025
Q1 		$18.6M Buy
342,040
+79,661
+30% +$5.95M 12.28% 3
2024
Q4 		$22.3M Buy
262,379
+189
+0.1% +$15.5K 12.5% 3
2024
Q3 		$17.6M Buy
262,190
+19,161
+8% +$1.24M 10.67% 4
2024
Q2 		$15.7M Sell
243,029
-11,656
-5% -$815K 11.03% 3
2024
Q1 		$21.5M Sell
254,685
-16,049
-6% -$1.16M 14.66% 1
2023
Q4 		$20.9M Buy
270,734
+4,269
+2% +$241K 14.65% 1
2023
Q3 		$11.8M Buy
266,465
+84,064
+46% +$5.21M 10.01% 4
2023
Q2 		$12.1M Buy
182,401
+35,573
+24% +$2.22M 9.25% 2
2023
Q1 		$10.1M Buy
146,828
+58,878
+67% +$4.41M 6.93% 8
2022
Q4 		$5.53M Buy
87,950
+26,001
+42% +$1.6M 4.44% 10
2022
Q3 		$3.41M Buy
61,949
+4,990
+9% +$353K 2.89% 12
2022
Q2 		$3.5M Buy
56,959
+13,188
+30% +$1.21M 2.97% 11
2022
Q1 		$5.93M Buy
43,771
+15,341
+54% +$1.86M 3.72% 9
2021
Q4 		$3.48M Buy
+28,430
New +$6.16M 2.09% 14
2021
Q1 		– Sell
-23,368
Closed -$5.09M – 16
2020
Q4 		$5.09M Buy
+23,368
New +$4.56M 3.42% 11

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

Avory & Company's XYZ Position: Q2 2026 in Review

Avory & Company reduced its Block Inc (XYZ) stake by 9% in Q2 2026, selling an estimated $778K and leaving 112,018 shares worth $8.51M. The position accounts for 10.64% of the portfolio, ranked #2.

Avory & Company first reported a position in XYZ in Q4 2020 and has held it in 20 quarters since. The position peaked at $25.7M in Q3 2025. 1,071 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Avory & Company held 112,018 shares of Block Inc worth $8.51M as of Q2 2026.
  • Avory & Company sold 11,062 Block Inc shares in Q2 2026, an estimated $778K.
  • Block Inc made up 10.64% of Avory & Company's portfolio in Q2 2026, its #2 holding.
  • Avory & Company first reported a position in Block Inc in Q4 2020 and has held it in 20 quarters since.
  • Avory & Company's Block Inc position peaked at $25.7M in Q3 2025.
  • 1,071 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Avory & Company's 13F filing for Q2 2026, filed 23 Jul 2026.