EQF
XYZ

Evergreen Quality Fund’s Block Inc XYZ Stock Holding History

Evergreen Quality Fund’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 		$38M Sell
499,903
-1,371,091
-73% -$96.4M 0.61% 24
2026
Q1 		$113M Hold
1,870,994
– – 2.58% 13
2025
Q4 		$122M Hold
1,870,994
– – 2.4% 11
2025
Q3 		$135M Buy
1,870,994
+671,800
+56% +$50.3M 3% 11
2025
Q2 		$81.5M Buy
+1,199,194
New +$69.8M 2.52% 11
2024
Q4 		– Sell
-1,046,300
Closed -$70.2M – 18
2024
Q3 		$70.2M Hold
1,046,300
– – 3.56% 8
2024
Q2 		$67.5M Buy
+1,046,300
New +$73.2M 2.78% 16

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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

Evergreen Quality Fund's XYZ Position: Q2 2026 in Review

Evergreen Quality Fund reduced its Block Inc (XYZ) stake by 73% in Q2 2026, selling an estimated $96.4M and leaving 499,903 shares worth $38M. The position accounts for 0.61% of the portfolio, ranked #24.

Evergreen Quality Fund first reported a position in XYZ in Q2 2024 and has held it in 7 quarters since. The position peaked at $135M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Evergreen Quality Fund held 499,903 shares of Block Inc worth $38M as of Q2 2026.
  • Evergreen Quality Fund sold 1,371,091 Block Inc shares in Q2 2026, an estimated $96.4M.
  • Block Inc made up 0.61% of Evergreen Quality Fund's portfolio in Q2 2026, its #24 holding.
  • Evergreen Quality Fund first reported a position in Block Inc in Q2 2024 and has held it in 7 quarters since.
  • Evergreen Quality Fund's Block Inc position peaked at $135M in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Evergreen Quality Fund's 13F filing for Q2 2026, filed 14 Aug 2026.