EH
XYZ

Equitable Holdings’s Block Inc XYZ Stock Holding History

Equitable Holdings’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 		$557K Sell
8,554
-7,232
-46% -$440K ﹤0.01% 1208
2025
Q4 		$1.03M Sell
15,786
-1,730
-10% -$119K 0.01% 850
2025
Q3 		$1.27M Sell
17,516
-2,526
-13% -$189K 0.01% 766
2025
Q2 		$1.36M Buy
20,042
+1,378
+7% +$80.2K 0.01% 703
2025
Q1 		$1.01M Sell
18,664
-2,600
-12% -$194K 0.01% 708
2024
Q4 		$1.81M Buy
21,264
+782
+4% +$64.2K 0.02% 508
2024
Q3 		$1.37M Sell
20,482
-8,743
-30% -$565K 0.01% 591
2024
Q2 		$1.88M Buy
29,225
+2,460
+9% +$172K 0.02% 481
2024
Q1 		$2.26M Buy
26,765
+4,226
+19% +$306K 0.03% 421
2023
Q4 		$1.74M Sell
22,539
-1,104
-5% -$62.4K 0.02% 449
2023
Q3 		$1.05M Buy
23,643
+4,638
+24% +$287K 0.02% 530
2023
Q2 		$1.27M Sell
19,005
-21,391
-53% -$1.34M 0.02% 459
2023
Q1 		$2.77M Buy
40,396
+26,078
+182% +$1.95M 0.04% 267
2022
Q4 		$900K Sell
14,318
-973
-6% -$60K 0.02% 467
2022
Q3 		$841K Sell
15,291
-151
-1% -$10.7K 0.02% 438
2022
Q2 		$949K Sell
15,442
-5,697
-27% -$521K 0.02% 417
2022
Q1 		$2.87M Sell
21,139
-13,581
-39% -$1.64M 0.05% 224
2021
Q4 		$5.61M Buy
34,720
+4,258
+14% +$923K 0.09% 154
2021
Q3 		$7.31M Buy
30,462
+1,448
+5% +$372K 0.12% 114
2021
Q2 		$7.07M Buy
29,014
+5,341
+23% +$1.24M 0.12% 114
2021
Q1 		$5.38M Sell
23,673
-396
-2% -$92.6K 0.11% 131
2020
Q4 		$5.24M Buy
24,069
+1,068
+5% +$208K 0.12% 124
2020
Q3 		$3.74M Sell
23,001
-731
-3% -$103K 0.1% 131
2020
Q2 		$2.49M Buy
23,732
+2,774
+13% +$212K 0.07% 174
2020
Q1 		$1.1M Sell
20,958
-48,072
-70% -$3.29M 0.04% 252
2019
Q4 		$4.32M Buy
+69,030
New +$4.41M 0.13% 108

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

Equitable Holdings's XYZ Position: Q1 2026 in Review

Equitable Holdings reduced its Block Inc (XYZ) stake by 46% in Q1 2026, selling an estimated $440K and leaving 8,554 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Equitable Holdings first reported a position in XYZ in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.31M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Equitable Holdings held 8,554 shares of Block Inc worth $557K as of Q1 2026.
  • Equitable Holdings sold 7,232 Block Inc shares in Q1 2026, an estimated $440K.
  • Block Inc made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1208 holding.
  • Equitable Holdings first reported a position in Block Inc in Q4 2019 and has held it in 26 quarters since.
  • Equitable Holdings's Block Inc position peaked at $7.31M in Q3 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.