Choreo LLC’s Block Inc XYZ Stock Holding History

Choreo LLC’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	$499K	Buy	8,284 +2,717	+49%	+$165K	0.01%	938
2025 Q4	$365K	Sell	5,567 -12	-0.2%	-$828	﹤0.01%	1095
2025 Q3	$403K	Buy	5,579 +104	+2%	+$7.78K	0.01%	1047
2025 Q2	$372K	Sell	5,475 -1,878	-26%	-$109K	0.01%	1057
2025 Q1	$400K	Sell	7,353 -181	-2%	-$13.5K	0.01%	945
2024 Q4	$657K	Sell	7,534 -4,941	-40%	-$405K	0.01%	760
2024 Q3	$823K	Buy	12,475 +5,763	+86%	+$372K	0.01%	650
2024 Q2	$429K	Buy	+6,712	New	+$470K	0.01%	886
2023 Q2	–	Sell	-3,067	Closed	-$211K	–	503
2023 Q1	$211K	Buy	+3,067	New	+$230K	0.01%	453
2017 Q2	–	Sell	-13,651	Closed	-$14K	–	288
2017 Q1	$14K	Buy	+13,651	New	+$214K	﹤0.01%	283

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

Choreo LLC's XYZ Position: Q1 2026 in Review

Choreo LLC increased its Block Inc (XYZ) stake by 49% in Q1 2026, buying an estimated $165K and bringing the position to 8,284 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #938.

Choreo LLC first reported a position in XYZ in Q1 2017 and has held it in 10 quarters since. The position peaked at $823K in Q3 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Choreo LLC held 8,284 shares of Block Inc worth $499K as of Q1 2026.
Choreo LLC bought 2,717 Block Inc shares in Q1 2026, an estimated $165K.
Block Inc made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #938 holding.
Choreo LLC first reported a position in Block Inc in Q1 2017 and has held it in 10 quarters since.
Choreo LLC's Block Inc position peaked at $823K in Q3 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.