EI
XYZ

Ellevest Inc’s Block Inc XYZ Stock Holding History

Ellevest Inc’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
-5,288
Closed -$344K – 467
2025
Q4 		$344K Buy
5,288
+245
+5% +$16.9K 0.05% 295
2025
Q3 		$364K Buy
5,043
+40
+0.8% +$2.99K 0.05% 290
2025
Q2 		$340K Buy
5,003
+19
+0.4% +$1.1K 0.05% 278
2025
Q1 		$271K Sell
4,984
-300
-6% -$22.4K 0.02% 313
2024
Q4 		$449K Buy
5,284
+15
+0.3% +$1.23K 0.03% 218
2024
Q3 		$354K Sell
5,269
-235
-4% -$15.2K 0.02% 289
2024
Q2 		$355K Sell
5,504
-509
-8% -$35.6K 0.02% 285
2024
Q1 		$509K Buy
6,013
+1,082
+22% +$78.3K 0.03% 195
2023
Q4 		$381K Buy
+4,931
New +$279K 0.03% 246
2023
Q2 		– Sell
-7,285
Closed -$500K – 1698
2023
Q1 		$500K Buy
7,285
+938
+15% +$70.2K 0.04% 134
2022
Q4 		$399K Buy
6,347
+2,492
+65% +$154K 0.03% 169
2022
Q3 		$212K Buy
3,855
+738
+24% +$52.3K 0.02% 263
2022
Q2 		$192K Sell
3,117
-95
-3% -$8.68K 0.02% 289
2022
Q1 		$436K Buy
3,212
+1,369
+74% +$166K 0.04% 153
2021
Q4 		$298K Sell
1,843
-186
-9% -$40.3K 0.03% 217
2021
Q3 		$487K Buy
2,029
+98
+5% +$25.2K 0.05% 95
2021
Q2 		$471K Buy
1,931
+367
+23% +$85.1K 0.05% 92
2021
Q1 		$355K Buy
1,564
+116
+8% +$27.1K 0.04% 105
2020
Q4 		$315K Buy
1,448
+254
+21% +$49.5K 0.05% 96
2020
Q3 		$194K Sell
1,194
-176
-13% -$24.9K 0.03% 137
2020
Q2 		$144K Buy
1,370
+482
+54% +$36.9K 0.03% 142
2020
Q1 		$47K Buy
888
+253
+40% +$17.3K 0.01% 243
2019
Q4 		$40K Buy
+635
New +$40.6K 0.01% 245

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ellevest Inc's XYZ Position: Q1 2026 in Review

Ellevest Inc sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 5,288 shares — an estimated $344K sold.

Ellevest Inc first reported a position in XYZ in Q4 2019 and held it in 23 quarters. The position peaked at $509K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Ellevest Inc reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Ellevest Inc sold 5,288 Block Inc shares in Q1 2026, an estimated $344K.
  • Ellevest Inc first reported a position in Block Inc in Q4 2019 and held it in 23 quarters.
  • Ellevest Inc's Block Inc position peaked at $509K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.