Edgestream Partners’s Block Inc XYZ Stock Holding History

Edgestream Partners’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	-55,217	Closed	-$3.59M	–	1158
2025 Q4	$3.59M	Buy	+55,217	New	+$3.81M	0.1%	356
2025 Q3	–	Sell	-4,754	Closed	-$323K	–	1102
2025 Q2	$323K	Buy	+4,754	New	+$277K	0.01%	781
2024 Q4	–	Sell	-3,298	Closed	-$221K	–	1138
2024 Q3	$221K	Sell	3,298 -1,535	-32%	-$99.2K	0.01%	797
2024 Q2	$312K	Buy	4,833 +1,321	+38%	+$92.4K	0.02%	742
2024 Q1	$297K	Sell	3,512 -22,093	-86%	-$1.6M	0.01%	725
2023 Q4	$1.98M	Buy	+25,605	New	+$1.45M	0.14%	242
2023 Q2	–	Sell	-4,882	Closed	-$335K	–	946
2023 Q1	$335K	Buy	+4,882	New	+$365K	0.04%	461

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Edgestream Partners's XYZ Position: Q1 2026 in Review

Edgestream Partners sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 55,217 shares — an estimated $3.59M sold.

Edgestream Partners first reported a position in XYZ in Q1 2023 and held it in 7 quarters. The position peaked at $3.59M in Q4 2025. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Edgestream Partners reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 55,217 Block Inc shares in Q1 2026, an estimated $3.59M.
Edgestream Partners first reported a position in Block Inc in Q1 2023 and held it in 7 quarters.
Edgestream Partners's Block Inc position peaked at $3.59M in Q4 2025.
993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.