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Global Trust Asset Management’s Block Inc XYZ Stock Holding History

Global Trust Asset Management’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 		– Sell
-100
Closed -$6.51K – 504
2025
Q4 		$6.51K Sell
100
-735
-88% -$50.7K ﹤0.01% 359
2025
Q3 		$60.3K Buy
835
+10
+1% +$749 0.03% 271
2025
Q2 		$56K Sell
825
-340
-29% -$19.8K 0.03% 259
2025
Q1 		$63.3K Sell
1,165
-2,350
-67% -$175K 0.04% 238
2024
Q4 		$299K Buy
3,515
+52
+2% +$4.27K 0.11% 140
2024
Q3 		$232K Buy
3,463
+848
+32% +$54.8K 0.09% 162
2024
Q2 		$169K Hold
2,615
– – 0.07% 174
2024
Q1 		$221K Buy
2,615
+10
+0.4% +$723 0.09% 155
2023
Q4 		$201K Buy
2,605
+142
+6% +$8.03K 0.09% 146
2023
Q3 		$109K Sell
2,463
-217
-8% -$13.4K 0.05% 184
2023
Q2 		$178K Buy
2,680
+370
+16% +$23.1K 0.08% 151
2023
Q1 		$159K Buy
2,310
+300
+15% +$22.5K 0.08% 155
2022
Q4 		$126K Buy
2,010
+1,500
+294% +$92.6K 0.06% 161
2022
Q3 		$28K Hold
510
– – 0.01% 254
2022
Q2 		$31K Sell
510
-6
-1% -$548 0.02% 255
2022
Q1 		$70K Buy
516
+441
+588% +$53.4K 0.03% 252
2021
Q4 		$12K Buy
+75
New +$16.3K ﹤0.01% 340

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Trust Asset Management's XYZ Position: Q1 2026 in Review

Global Trust Asset Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 100 shares — an estimated $6.51K sold.

Global Trust Asset Management first reported a position in XYZ in Q4 2021 and held it in 17 quarters. The position peaked at $299K in Q4 2024. 995 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Global Trust Asset Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Global Trust Asset Management sold 100 Block Inc shares in Q1 2026, an estimated $6.51K.
  • Global Trust Asset Management first reported a position in Block Inc in Q4 2021 and held it in 17 quarters.
  • Global Trust Asset Management's Block Inc position peaked at $299K in Q4 2024.
  • 995 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Global Trust Asset Management's 13F filing for Q1 2026, filed 23 Apr 2026.