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 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

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

Douglass Winthrop Advisors's XYZ Position: Q1 2026 in Review

Douglass Winthrop Advisors held its Block Inc (XYZ) position steady in Q1 2026 at 17,182 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #149.

Douglass Winthrop Advisors first reported a position in XYZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Douglass Winthrop Advisors held 17,182 shares of Block Inc worth $1.03M as of Q1 2026.
Douglass Winthrop Advisors left its Block Inc share count unchanged in Q1 2026.
Block Inc made up 0.02% of Douglass Winthrop Advisors's portfolio in Q1 2026, its #149 holding.
Douglass Winthrop Advisors first reported a position in Block Inc in Q1 2024 and has held it in 9 quarters since.
Douglass Winthrop Advisors's Block Inc position peaked at $1.91M in Q4 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Douglass Winthrop Advisors's 13F filing for Q1 2026, filed 14 May 2026.