CA
XYZ

Claro Advisors’s Block Inc XYZ Stock Holding History

Claro Advisors’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 		– Sell
-3,332
Closed -$217K – 536
2025
Q4 		$217K Buy
+3,332
New +$230K 0.03% 390
2025
Q1 		– Sell
-2,593
Closed -$220K – 554
2024
Q4 		$220K Buy
+2,593
New +$213K 0.03% 440
2022
Q2 		– Sell
-2,392
Closed -$386K – 333
2022
Q1 		$386K Hold
2,392
– – 0.14% 165
2021
Q4 		$386K Buy
2,392
+714
+43% +$155K 0.14% 165
2021
Q3 		$402K Buy
1,678
+30
+2% +$7.71K 0.17% 153
2021
Q2 		$402K Buy
1,648
+31
+2% +$7.19K 0.18% 147
2021
Q1 		$367K Buy
1,617
+376
+30% +$88K 0.19% 142
2020
Q4 		$270K Sell
1,241
-60
-5% -$11.7K 0.14% 163
2020
Q3 		$211K Buy
+1,301
New +$184K 0.13% 180
2019
Q1 		– Sell
-183
Closed -$18K – 972
2018
Q4 		$18K Buy
+183
New +$12.9K 0.01% 571

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Claro Advisors's XYZ Position: Q1 2026 in Review

Claro Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,332 shares — an estimated $217K sold.

Claro Advisors first reported a position in XYZ in Q4 2018 and held it in 10 quarters. The position peaked at $402K in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Claro Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 3,332 Block Inc shares in Q1 2026, an estimated $217K.
  • Claro Advisors first reported a position in Block Inc in Q4 2018 and held it in 10 quarters.
  • Claro Advisors's Block Inc position peaked at $402K in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.