WAUI
XYZ

WELLINGTON-ALTUS USA INC.’s Block Inc XYZ Stock Holding History

WELLINGTON-ALTUS USA 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
Q2 		$12K Hold
200
– – 0.01% 567
2026
Q1 		$15.2K Hold
200
– – 0.01% 570
2025
Q4 		$13K Buy
+200
New +$13.8K 0.01% 557

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

WELLINGTON-ALTUS USA INC.'s XYZ Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. held its Block Inc (XYZ) position steady in Q2 2026 at 200 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #567.

WELLINGTON-ALTUS USA INC. first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.2K in Q1 2026. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 200 shares of Block Inc worth $12K as of Q2 2026.
  • WELLINGTON-ALTUS USA INC. left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #567 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Block Inc position peaked at $15.2K in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.