GHP Investment Advisors’s Block Inc XYZ Stock Holding History

GHP Investment Advisors’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	$1.29K	Hold	17	–	–	﹤0.01%	1009
2026 Q1	$1.02K	Buy	17 +3	+21%	+$182	﹤0.01%	1036
2025 Q4	$912	Hold	14	–	–	﹤0.01%	922
2025 Q3	$1.01K	Hold	14	–	–	﹤0.01%	885
2025 Q2	$952	Hold	14	–	–	﹤0.01%	886
2025 Q1	$761	Hold	14	–	–	﹤0.01%	893
2024 Q4	$1.19K	Hold	14	–	–	﹤0.01%	912
2024 Q3	$940	Hold	14	–	–	﹤0.01%	913
2024 Q2	$903	Hold	14	–	–	﹤0.01%	899
2024 Q1	$1.19K	Sell	14 -2	-13%	-$145	﹤0.01%	777
2023 Q4	$1.24K	Buy	16 +2	+14%	+$113	﹤0.01%	785
2023 Q3	$605	Hold	14	–	–	﹤0.01%	902
2023 Q2	$848	Hold	14	–	–	﹤0.01%	881
2023 Q1	$962	Hold	14	–	–	﹤0.01%	864
2022 Q4	$880	Hold	14	–	–	﹤0.01%	872
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	888
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	903
2022 Q1	$2K	Buy	+14	New	+$1.7K	﹤0.01%	903

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

GHP Investment Advisors's XYZ Position: Q2 2026 in Review

GHP Investment Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 17 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

GHP Investment Advisors first reported a position in XYZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $2K in Q1 2022. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

GHP Investment Advisors held 17 shares of Block Inc worth $1.29K as of Q2 2026.
GHP Investment Advisors left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1009 holding.
GHP Investment Advisors first reported a position in Block Inc in Q1 2022 and has held it in 18 quarters since.
GHP Investment Advisors's Block Inc position peaked at $2K in Q1 2022.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.