Gould Capital’s Block Inc XYZ Stock Holding History

Gould Capital’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	$11.4K	Hold	150	–	–	0.01%	141
2026 Q1	$9.03K	Hold	150	–	–	0.01%	138
2025 Q4	$9.76K	Hold	150	–	–	0.01%	139
2025 Q3	$10.8K	Hold	150	–	–	0.01%	140
2025 Q2	$10.2K	Hold	150	–	–	0.01%	139
2025 Q1	$8.15K	Hold	150	–	–	0.01%	146
2024 Q4	$12.7K	Hold	150	–	–	0.01%	134
2024 Q3	$10.1K	Sell	150 -80	-35%	-$5.17K	0.01%	148
2024 Q2	$14.8K	Buy	230 +80	+53%	+$5.6K	0.01%	136
2024 Q1	$12.7K	Sell	150 -17,461	-99%	-$1.26M	0.01%	137
2023 Q4	$1.36M	Sell	17,611 -155	-0.9%	-$8.76K	1%	28
2023 Q3	$767K	Buy	17,766 +4,823	+37%	+$299K	0.62%	43
2023 Q2	$862K	Buy	12,943 +577	+5%	+$36K	0.66%	40
2023 Q1	$849K	Buy	12,366 +5,972	+93%	+$447K	0.65%	40
2022 Q4	$402K	Sell	6,394 -3,720	-37%	-$230K	0.32%	47
2022 Q3	$556K	Sell	10,114 -1	-0%	-$71	0.48%	43
2022 Q2	$622K	Buy	10,115 +30	+0.3%	+$2.74K	0.5%	45
2022 Q1	$1.37M	Buy	10,085 +9,935	+6,623%	+$1.2M	0.98%	28
2021 Q4	$24K	Buy	+150	New	+$32.5K	0.02%	117

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

Gould Capital's XYZ Position: Q2 2026 in Review

Gould Capital held its Block Inc (XYZ) position steady in Q2 2026 at 150 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #141.

Gould Capital first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.37M in Q1 2022. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Gould Capital held 150 shares of Block Inc worth $11.4K as of Q2 2026.
Gould Capital left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.01% of Gould Capital's portfolio in Q2 2026, its #141 holding.
Gould Capital first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
Gould Capital's Block Inc position peaked at $1.37M in Q1 2022.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.