Chevy Chase Trust
XYZ

Chevy Chase Trust’s Block Inc XYZ Stock Holding History

Chevy Chase Trust’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 		$19.8M Sell
259,975
-11,381
-4% -$800K 0.05% 283
2026
Q1 		$16.3M Sell
271,356
-7,854
-3% -$478K 0.05% 303
2025
Q4 		$18.2M Sell
279,210
-2,764
-1% -$191K 0.05% 289
2025
Q3 		$20.4M Buy
+281,974
New +$21.1M 0.06% 267
2022
Q4 		– Sell
-4,407
Closed -$242K – 658
2022
Q3 		$242K Sell
4,407
-246
-5% -$17.4K ﹤0.01% 611
2022
Q2 		$286K Sell
4,653
-982
-17% -$89.7K ﹤0.01% 608
2022
Q1 		$764K Sell
5,635
-72,214
-93% -$8.74M ﹤0.01% 578
2021
Q4 		$12.6M Sell
77,849
-23,863
-23% -$5.17M 0.04% 369
2021
Q3 		$24.4M Buy
101,712
+848
+0.8% +$218K 0.09% 219
2021
Q2 		$24.6M Sell
100,864
-4,542
-4% -$1.05M 0.08% 223
2021
Q1 		$23.9M Sell
105,406
-38
-0% -$8.89K 0.09% 224
2020
Q4 		$22.9M Buy
105,444
+4,604
+5% +$898K 0.08% 228
2020
Q3 		$16.4M Buy
100,840
+305
+0.3% +$43.1K 0.06% 276
2020
Q2 		$10.6M Buy
100,535
+438
+0.4% +$33.5K 0.04% 363
2020
Q1 		$5.24M Sell
100,097
-13,721
-12% -$938K 0.02% 446
2019
Q4 		$7.12M Sell
113,818
-67,275
-37% -$4.3M 0.03% 475
2019
Q3 		$11.2M Sell
181,093
-378,307
-68% -$25.7M 0.05% 371
2019
Q2 		$40.6M Buy
559,400
+885
+0.2% +$61.8K 0.17% 137
2019
Q1 		$40.7M Buy
558,515
+64,973
+13% +$4.71M 0.17% 133
2018
Q4 		$27.7M Buy
493,542
+4,549
+0.9% +$321K 0.14% 166
2018
Q3 		$48.4M Buy
488,993
+38,745
+9% +$2.99M 0.2% 115
2018
Q2 		$27.8M Buy
450,248
+181,660
+68% +$9.99M 0.12% 194
2018
Q1 		$13.2M Buy
+268,588
New +$12.3M 0.06% 336

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

Chevy Chase Trust's XYZ Position: Q2 2026 in Review

Chevy Chase Trust reduced its Block Inc (XYZ) stake by 4.2% in Q2 2026, selling an estimated $800K and leaving 259,975 shares worth $19.8M. The position accounts for 0.05% of the portfolio, ranked #283.

Chevy Chase Trust first reported a position in XYZ in Q1 2018 and has held it in 23 quarters since. The position peaked at $48.4M in Q3 2018. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Chevy Chase Trust held 259,975 shares of Block Inc worth $19.8M as of Q2 2026.
  • Chevy Chase Trust sold 11,381 Block Inc shares in Q2 2026, an estimated $800K.
  • Block Inc made up 0.05% of Chevy Chase Trust's portfolio in Q2 2026, its #283 holding.
  • Chevy Chase Trust first reported a position in Block Inc in Q1 2018 and has held it in 23 quarters since.
  • Chevy Chase Trust's Block Inc position peaked at $48.4M in Q3 2018.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.