CAZ Investments’s Block Inc XYZ Stock Holding History

CAZ Investments’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	$60.2K	Hold	1,000	–	–	0.07%	25
2025 Q4	$65.1K	Sell	1,000 -1,000	-50%	-$69K	0.11%	17
2025 Q3	$145K	Sell	2,000 -600	-23%	-$44.9K	0.27%	11
2025 Q2	$177K	Buy	2,600 +1,600	+160%	+$93.1K	1%	7
2025 Q1	$54K	Hold	1,000	–	–	0.39%	15
2024 Q4	$85K	Sell	1,000 -2,000	-67%	-$164K	0.12%	17
2024 Q3	$198K	Buy	3,000 +1,500	+100%	+$96.9K	0.12%	17
2024 Q2	$97K	Hold	1,500	–	–	0.03%	22
2024 Q1	$127K	Hold	1,500	–	–	0.23%	18
2023 Q4	$116K	Hold	1,500	–	–	0.16%	28
2023 Q3	$66K	Hold	1,500	–	–	0.12%	28
2023 Q2	$100K	Hold	1,500	–	–	0.12%	29
2023 Q1	$103K	Hold	1,500	–	–	0.21%	27
2022 Q4	$94K	Hold	1,500	–	–	0.17%	38
2022 Q3	$82K	Buy	1,500 +500	+50%	+$35.4K	0.34%	26
2022 Q2	$61K	Buy	1,000 +500	+100%	+$45.7K	0.19%	31
2022 Q1	$68K	Buy	+500	New	+$60.5K	0.04%	35

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

CAZ Investments's XYZ Position: Q1 2026 in Review

CAZ Investments held its Block Inc (XYZ) position steady in Q1 2026 at 1,000 shares worth $60.2K. The position accounts for 0.07% of the portfolio, ranked #25.

CAZ Investments first reported a position in XYZ in Q1 2022 and has held it in 17 quarters since. The position peaked at $198K in Q3 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

CAZ Investments held 1,000 shares of Block Inc worth $60.2K as of Q1 2026.
CAZ Investments left its Block Inc share count unchanged in Q1 2026.
Block Inc made up 0.07% of CAZ Investments's portfolio in Q1 2026, its #25 holding.
CAZ Investments first reported a position in Block Inc in Q1 2022 and has held it in 17 quarters since.
CAZ Investments's Block Inc position peaked at $198K in Q3 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on CAZ Investments's 13F filing for Q1 2026, filed 12 May 2026.