Great Valley Advisor Group’s Block Inc XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $739K | Sell |
9,733
-2,413
| -20% | -$170K | 0.01% | 608 |
|
|
2026
Q1 | $731K | Sell |
12,146
-3,815
| -24% | -$232K | 0.01% | 574 |
|
|
2025
Q4 | $1.04M | Sell |
15,961
-4,724
| -23% | -$326K | 0.02% | 473 |
|
|
2025
Q3 | $1.49M | Sell |
20,685
-1,669
| -7% | -$125K | 0.03% | 400 |
|
|
2025
Q2 | $1.52M | Sell |
22,354
-999
| -4% | -$58.1K | 0.03% | 371 |
|
|
2025
Q1 | $1.27M | Sell |
23,353
-7,331
| -24% | -$547K | 0.03% | 401 |
|
|
2024
Q4 | $2.61M | Sell |
30,684
-19,794
| -39% | -$1.62M | 0.06% | 277 |
|
|
2024
Q3 | $3.39M | Sell |
50,478
-14,833
| -23% | -$958K | 0.08% | 235 |
|
|
2024
Q2 | $4.21M | Sell |
65,311
-28,406
| -30% | -$1.99M | 0.12% | 183 |
|
|
2024
Q1 | $7.93M | Sell |
93,717
-1,580
| -2% | -$114K | 0.24% | 105 |
|
|
2023
Q4 | $7.37M | Buy |
95,297
+8,094
| +9% | +$458K | 0.26% | 102 |
|
|
2023
Q3 | $3.86M | Sell |
87,203
-1,156
| -1% | -$71.6K | 0.16% | 151 |
|
|
2023
Q2 | $5.88M | Buy |
88,359
+9,045
| +11% | +$565K | 0.25% | 106 |
|
|
2023
Q1 | $5.45M | Buy |
79,314
+4,575
| +6% | +$342K | 0.25% | 102 |
|
|
2022
Q4 | $4.7M | Buy |
74,739
+3,986
| +6% | +$246K | 0.24% | 102 |
|
|
2022
Q3 | $3.89M | Buy |
70,753
+3,109
| +5% | +$220K | 0.22% | 115 |
|
|
2022
Q2 | $4.16M | Buy |
67,644
+15,579
| +30% | +$1.42M | 0.23% | 110 |
|
|
2022
Q1 | $7.08M | Buy |
52,065
+4,827
| +10% | +$584K | 0.41% | 64 |
|
|
2021
Q4 | $7.72M | Buy |
47,238
+2,945
| +7% | +$638K | 0.48% | 48 |
|
|
2021
Q3 | $10.6M | Buy |
44,293
+447
| +1% | +$115K | 0.73% | 32 |
|
|
2021
Q2 | $10.7M | Buy |
43,846
+702
| +2% | +$163K | 0.79% | 26 |
|
|
2021
Q1 | $9.8M | Buy |
43,144
+175
| +0.4% | +$40.9K | 0.94% | 15 |
|
|
2020
Q4 | $9.35M | Sell |
42,969
-1,766
| -4% | -$344K | 0.97% | 16 |
|
|
2020
Q3 | $7.27M | Sell |
44,735
-823
| -2% | -$116K | 0.89% | 19 |
|
|
2020
Q2 | $4.78M | Buy |
45,558
+991
| +2% | +$75.9K | 0.78% | 23 |
|
|
2020
Q1 | $2.33M | Sell |
44,567
-484
| -1% | -$33.1K | 0.62% | 43 |
|
|
2019
Q4 | $2.82M | Sell |
45,051
-562
| -1% | -$35.9K | 0.63% | 43 |
|
|
2019
Q3 | $2.83M | Buy |
45,613
+2,364
| +5% | +$161K | 0.68% | 37 |
|
|
2019
Q2 | $3.14M | Buy |
43,249
+1,098
| +3% | +$76.7K | 0.79% | 27 |
|
|
2019
Q1 | $3.16M | Buy |
42,151
+14,982
| +55% | +$1.09M | 1% | 22 |
|
|
2018
Q4 | $1.52M | Buy |
+27,169
| New | +$1.92M | 0.57% | 42 |
|
Other funds holding XYZ
CAM
Great Valley Advisor Group's XYZ Position: Q2 2026 in Review
Great Valley Advisor Group reduced its Block Inc (XYZ) stake by 20% in Q2 2026, selling an estimated $170K and leaving 9,733 shares worth $739K. The position accounts for 0.01% of the portfolio, ranked #608.
Great Valley Advisor Group first reported a position in XYZ in Q4 2018 and has held it in 31 quarters since. The position peaked at $10.7M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.
- Great Valley Advisor Group held 9,733 shares of Block Inc worth $739K as of Q2 2026.
- Great Valley Advisor Group sold 2,413 Block Inc shares in Q2 2026, an estimated $170K.
- Block Inc made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #608 holding.
- Great Valley Advisor Group first reported a position in Block Inc in Q4 2018 and has held it in 31 quarters since.
- Great Valley Advisor Group's Block Inc position peaked at $10.7M in Q2 2021.
- 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.
Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.