CYG
XYZ

Clean Yield Group’s Block Inc XYZ Stock Holding History

Clean Yield Group’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 		– Sell
-70
Closed -$4.21K – 412
2026
Q1 		$4.21K Hold
70
– – ﹤0.01% 343
2025
Q4 		$4.56K Hold
70
– – ﹤0.01% 354
2025
Q3 		$5.06K Hold
70
– – ﹤0.01% 353
2025
Q2 		$4.75K Hold
70
– – ﹤0.01% 332
2025
Q1 		$3.8K Hold
70
– – ﹤0.01% 361
2024
Q4 		$5.95K Hold
70
– – ﹤0.01% 355
2024
Q3 		$4.7K Hold
70
– – ﹤0.01% 366
2024
Q2 		$4.51K Hold
70
– – ﹤0.01% 333
2024
Q1 		$5.92K Hold
70
– – ﹤0.01% 336
2023
Q4 		$5.42K Hold
70
– – ﹤0.01% 337
2023
Q3 		$3.27K Hold
70
– – ﹤0.01% 350
2023
Q2 		$4.66K Hold
70
– – ﹤0.01% 358
2023
Q1 		$4.81K Hold
70
– – ﹤0.01% 363
2022
Q4 		$4.4K Buy
70
+10
+17% +$617 ﹤0.01% 381
2022
Q3 		$3K Hold
60
– – ﹤0.01% 393
2022
Q2 		$4K Buy
60
+27
+82% +$2.47K ﹤0.01% 388
2022
Q1 		$4K Buy
33
+13
+65% +$1.57K ﹤0.01% 416
2021
Q4 		$3K Buy
20
+12
+150% +$2.6K ﹤0.01% 430
2021
Q3 		$2K Hold
8
– – ﹤0.01% 465
2021
Q2 		$2K Buy
+8
New +$1.85K ﹤0.01% 451

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

Clean Yield Group's XYZ Position: Q2 2026 in Review

Clean Yield Group sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 70 shares — an estimated $4.21K sold.

Clean Yield Group first reported a position in XYZ in Q2 2021 and held it in 20 quarters. The position peaked at $5.95K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Clean Yield Group reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Clean Yield Group sold 70 Block Inc shares in Q2 2026, an estimated $4.21K.
  • Clean Yield Group first reported a position in Block Inc in Q2 2021 and held it in 20 quarters.
  • Clean Yield Group's Block Inc position peaked at $5.95K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.