Cerity Partners
XYZ

Cerity Partners’s Block Inc XYZ Stock Holding History

Cerity Partners’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 		$33M Buy
434,332
+23,831
+6% +$1.68M 0.04% 335
2026
Q1 		$24.7M Buy
410,501
+4,169
+1% +$253K 0.03% 381
2025
Q4 		$26.4M Buy
406,332
+381,058
+1,508% +$26.3M 0.04% 350
2025
Q3 		$1.83M Sell
25,274
-2,123
-8% -$159K ﹤0.01% 1338
2025
Q2 		$1.86M Sell
27,397
-1,910
-7% -$111K ﹤0.01% 1248
2025
Q1 		$1.59M Sell
29,307
-16,471
-36% -$1.23M ﹤0.01% 1223
2024
Q4 		$3.79M Buy
45,778
+8,403
+22% +$689K 0.01% 829
2024
Q3 		$2.51M Buy
37,375
+7,338
+24% +$474K 0.01% 990
2024
Q2 		$1.94M Sell
30,037
-5,532
-16% -$387K 0.01% 923
2024
Q1 		$3.01M Buy
35,569
+11,760
+49% +$851K 0.01% 814
2023
Q4 		$1.84M Buy
23,809
+8,510
+56% +$481K 0.01% 792
2023
Q3 		$677K Sell
15,299
-5,886
-28% -$364K ﹤0.01% 867
2023
Q2 		$1.41M Buy
21,185
+548
+3% +$34.2K 0.01% 820
2023
Q1 		$1.42M Buy
20,637
+466
+2% +$34.9K ﹤0.01% 841
2022
Q4 		$1.27M Sell
20,171
-1,498
-7% -$92.4K 0.01% 637
2022
Q3 		$1.19M Buy
21,669
+10,865
+101% +$769K 0.01% 473
2022
Q2 		$664K Buy
10,804
+4,364
+68% +$399K 0.01% 657
2022
Q1 		$873K Sell
6,440
-4,929
-43% -$597K 0.01% 472
2021
Q4 		$1.84M Buy
11,369
+7,087
+166% +$1.54M 0.03% 337
2021
Q3 		$1.03M Buy
4,282
+568
+15% +$146K 0.02% 358
2021
Q2 		$905K Buy
3,714
+104
+3% +$24.1K 0.02% 379
2021
Q1 		$820K Buy
3,610
+301
+9% +$70.4K 0.02% 373
2020
Q4 		$720K Buy
3,309
+566
+21% +$110K 0.02% 351
2020
Q3 		$446K Buy
2,743
+649
+31% +$91.6K 0.02% 336
2020
Q2 		$220K Buy
+2,094
New +$160K 0.01% 405
2019
Q2 		– Sell
-3,932
Closed -$295K – 591
2019
Q1 		$295K Buy
+3,932
New +$285K 0.02% 426

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

Cerity Partners's XYZ Position: Q2 2026 in Review

Cerity Partners increased its Block Inc (XYZ) stake by 5.8% in Q2 2026, buying an estimated $1.68M and bringing the position to 434,332 shares worth $33M. The position accounts for 0.04% of the portfolio, ranked #335.

Cerity Partners first reported a position in XYZ in Q1 2019 and has held it in 26 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cerity Partners held 434,332 shares of Block Inc worth $33M as of Q2 2026.
  • Cerity Partners bought 23,831 Block Inc shares in Q2 2026, an estimated $1.68M.
  • Block Inc made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #335 holding.
  • Cerity Partners first reported a position in Block Inc in Q1 2019 and has held it in 26 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.