Douglass Winthrop Advisors’s Block Inc XYZ Stock Holding History

Douglass Winthrop 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 Q2	$1.31M	Hold	17,182	–	–	0.02%	150
2026 Q1	$1.03M	Hold	17,182	–	–	0.02%	149
2025 Q4	$1.12M	Sell	17,182 -246	-1%	-$17K	0.02%	147
2025 Q3	$1.26M	Sell	17,428 -4,882	-22%	-$365K	0.02%	138
2025 Q2	$1.52M	Sell	22,310 -1,005	-4%	-$58.5K	0.03%	122
2025 Q1	$1.27M	Buy	23,315 +800	+4%	+$59.7K	0.02%	126
2024 Q4	$1.91M	Buy	22,515 +400	+2%	+$32.8K	0.04%	111
2024 Q3	$1.48M	Buy	22,115 +880	+4%	+$56.8K	0.03%	117
2024 Q2	$1.37M	Buy	21,235 +4,710	+29%	+$329K	0.03%	114
2024 Q1	$1.4M	Buy	+16,525	New	+$1.2M	0.03%	117

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Douglass Winthrop Advisors's XYZ Position: Q2 2026 in Review

Douglass Winthrop Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 17,182 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #150.

Douglass Winthrop Advisors first reported a position in XYZ in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.91M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Douglass Winthrop Advisors held 17,182 shares of Block Inc worth $1.31M as of Q2 2026.
Douglass Winthrop Advisors left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.02% of Douglass Winthrop Advisors's portfolio in Q2 2026, its #150 holding.
Douglass Winthrop Advisors first reported a position in Block Inc in Q1 2024 and has held it in 10 quarters since.
Douglass Winthrop Advisors's Block Inc position peaked at $1.91M in Q4 2024.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.