Baker Avenue Asset Management’s Block Inc XYZ Stock Holding History

Baker Avenue 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	$426K	Buy	5,601 +1,139	+26%	+$80.1K	0.01%	566
2026 Q1	$269K	Buy	+4,462	New	+$271K	0.01%	644
2023 Q4	–	Sell	-16	Closed	-$708	–	1555
2023 Q3	$708	Sell	16 -10,543	-100%	-$653K	﹤0.01%	1352
2023 Q2	$703K	Sell	10,559 -2,663	-20%	-$166K	0.04%	220
2023 Q1	$908K	Sell	13,222 -8,045	-38%	-$602K	0.05%	186
2022 Q4	$1.34M	Buy	+21,267	New	+$1.31M	0.08%	147
2022 Q1	–	Sell	-4,524	Closed	-$731K	–	335
2021 Q4	$731K	Buy	+4,524	New	+$980K	0.04%	190
2019 Q2	–	Sell	-7,583	Closed	-$568K	–	252
2019 Q1	$568K	Buy	+7,583	New	+$550K	0.05%	176
2017 Q2	–	Sell	-10,175	Closed	-$176K	–	222
2017 Q1	$176K	Buy	+10,175	New	+$159K	0.02%	199

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

Baker Avenue Asset Management's XYZ Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Block Inc (XYZ) stake by 26% in Q2 2026, buying an estimated $80.1K and bringing the position to 5,601 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #566.

Baker Avenue Asset Management first reported a position in XYZ in Q1 2017 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2022. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Baker Avenue Asset Management held 5,601 shares of Block Inc worth $426K as of Q2 2026.
Baker Avenue Asset Management bought 1,139 Block Inc shares in Q2 2026, an estimated $80.1K.
Block Inc made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #566 holding.
Baker Avenue Asset Management first reported a position in Block Inc in Q1 2017 and has held it in 9 quarters since.
Baker Avenue Asset Management's Block Inc position peaked at $1.34M in Q4 2022.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.