Bellevue Asset Management’s Block Inc XYZ Stock Holding History

Bellevue 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 Q1	$2.17K	Hold	36	–	–	﹤0.01%	352
2025 Q4	$2.34K	Hold	36	–	–	﹤0.01%	422
2025 Q3	$2.6K	Hold	36	–	–	﹤0.01%	411
2025 Q2	$2.44K	Hold	36	–	–	﹤0.01%	412
2025 Q1	$1.96K	Hold	36	–	–	﹤0.01%	428
2024 Q4	$3.06K	Hold	36	–	–	﹤0.01%	406
2024 Q3	$2.42K	Hold	36	–	–	﹤0.01%	391
2024 Q2	$2.32K	Hold	36	–	–	﹤0.01%	390
2024 Q1	$3.04K	Hold	36	–	–	﹤0.01%	366
2023 Q4	$2.78K	Hold	36	–	–	﹤0.01%	371
2023 Q3	$1.59K	Hold	36	–	–	﹤0.01%	412
2023 Q2	$2.4K	Hold	36	–	–	﹤0.01%	386
2023 Q1	$2.47K	Hold	36	–	–	﹤0.01%	384
2022 Q4	$2.22K	Sell	36 -2	-5%	-$123	﹤0.01%	388
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	447
2022 Q2	$2K	Sell	38 -2	-5%	-$183	﹤0.01%	454
2022 Q1	$6K	Sell	40 -24	-38%	-$2.91K	﹤0.01%	347
2021 Q4	$10K	Buy	64 +25	+64%	+$5.42K	0.01%	324
2021 Q3	$10K	Hold	39	–	–	0.01%	335
2021 Q2	$10K	Buy	39 +27	+225%	+$6.26K	0.01%	335
2021 Q1	$3K	Hold	12	–	–	﹤0.01%	540
2020 Q4	$3K	Buy	+12	New	+$2.34K	﹤0.01%	556

Other funds holding XYZ

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return