Campbell & Co Investment Adviser’s Block Inc XYZ Stock Holding History

Campbell & Co Investment Adviser’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
2025 Q2	–	Sell	-35,544	Closed	-$1.93M	–	1531
2025 Q1	$1.93M	Buy	+35,544	New	+$2.65M	0.15%	212
2024 Q4	–	Sell	-25,060	Closed	-$1.68M	–	1432
2024 Q3	$1.68M	Sell	25,060 -28,680	-53%	-$1.85M	0.13%	243
2024 Q2	$3.47M	Buy	+53,740	New	+$3.76M	0.29%	63
2023 Q4	–	Sell	-64,202	Closed	-$2.84M	–	1393
2023 Q3	$2.84M	Buy	+64,202	New	+$3.98M	0.34%	44
2022 Q1	–	Sell	-10,250	Closed	-$1.66M	–	938
2021 Q4	$1.66M	Buy	+10,250	New	+$2.22M	0.57%	14

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Campbell & Co Investment Adviser's XYZ Position: Q2 2025 in Review

Campbell & Co Investment Adviser sold out of Block Inc (XYZ) in Q2 2025, closing a stake of 35,544 shares — an estimated $1.93M sold.

Campbell & Co Investment Adviser first reported a position in XYZ in Q4 2021 and held it in 5 quarters. The position peaked at $3.47M in Q2 2024. 988 funds tracked by Wall St. Rank hold XYZ as of Q2 2025.

Campbell & Co Investment Adviser reported no remaining Block Inc position as of Q2 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 35,544 Block Inc shares in Q2 2025, an estimated $1.93M.
Campbell & Co Investment Adviser first reported a position in Block Inc in Q4 2021 and held it in 5 quarters.
Campbell & Co Investment Adviser's Block Inc position peaked at $3.47M in Q2 2024.
988 funds tracked by Wall St. Rank held Block Inc as of Q2 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2025, filed 7 Aug 2025.