C
XYZ

Covestor’s Block Inc XYZ Stock Holding History

Covestor’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 		$66K Sell
867
-5
-0.6% -$351 0.04% 630
2026
Q1 		$53K Sell
872
-826
-49% -$50.2K 0.04% 685
2025
Q4 		$111K Sell
1,698
-11
-0.6% -$759 0.06% 522
2025
Q3 		$124K Sell
1,709
-529
-24% -$39.6K 0.07% 457
2025
Q2 		$152K Sell
2,238
-241
-10% -$14K 0.09% 314
2025
Q1 		$135K Sell
2,479
-51
-2% -$3.81K 0.09% 310
2024
Q4 		$215K Sell
2,530
-172
-6% -$14.1K 0.13% 149
2024
Q3 		$181K Buy
2,702
+626
+30% +$40.4K 0.11% 218
2024
Q2 		$134K Buy
2,076
+1,786
+616% +$125K 0.09% 325
2024
Q1 		$25K Sell
290
-1
-0.3% -$72 0.02% 1146
2023
Q4 		$23K Buy
291
+88
+43% +$4.98K 0.02% 1151
2023
Q3 		$9K Sell
203
-1
-0.5% -$62 0.01% 1517
2023
Q2 		$14K Sell
204
-1
-0.5% -$62 0.01% 1308
2023
Q1 		$14K Sell
205
-23
-10% -$1.72K 0.01% 1167
2022
Q4 		$14K Sell
228
-13
-5% -$802 0.01% 1179
2022
Q3 		$13K Buy
241
+34
+16% +$2.41K 0.01% 1170
2022
Q2 		$13K Sell
207
-353
-63% -$32.3K 0.01% 1132
2022
Q1 		$76K Buy
560
+42
+8% +$5.08K 0.05% 663
2021
Q4 		$84K Buy
+518
New +$112K 0.12% 242

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

Covestor's XYZ Position: Q2 2026 in Review

Covestor reduced its Block Inc (XYZ) stake by 0.57% in Q2 2026, selling an estimated $351 and leaving 867 shares worth $66K. The position accounts for 0.04% of the portfolio, ranked #630.

Covestor first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $215K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Covestor held 867 shares of Block Inc worth $66K as of Q2 2026.
  • Covestor sold 5 Block Inc shares in Q2 2026, an estimated $351.
  • Block Inc made up 0.04% of Covestor's portfolio in Q2 2026, its #630 holding.
  • Covestor first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Block Inc position peaked at $215K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.