GIA
XYZ

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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $431B AUM 30.22% 1-Year Est. Return