HI
XYZ

Harbour Investments’s Block Inc XYZ Stock Holding History

Harbour Investments’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 		$1.73M Sell
22,817
-1,787
-7% -$126K 0.02% 593
2026
Q1 		$1.48M Buy
24,604
+2,414
+11% +$147K 0.02% 612
2025
Q4 		$1.44M Sell
22,190
-931
-4% -$64.2K 0.03% 486
2025
Q3 		$1.67M Buy
23,121
+343
+2% +$25.7K 0.04% 397
2025
Q2 		$1.55M Sell
22,778
-1,721
-7% -$100K 0.04% 397
2025
Q1 		$1.33M Sell
24,499
-300
-1% -$22.4K 0.04% 406
2024
Q4 		$2.11M Sell
24,799
-266
-1% -$21.8K 0.06% 271
2024
Q3 		$1.68M Sell
25,065
-231
-0.9% -$14.9K 0.05% 313
2024
Q2 		$1.63M Sell
25,296
-1,701
-6% -$119K 0.06% 292
2024
Q1 		$2.28M Buy
26,997
+7,621
+39% +$551K 0.08% 224
2023
Q4 		$1.5M Buy
19,376
+3,477
+22% +$197K 0.06% 286
2023
Q3 		$704K Sell
15,899
-109
-0.7% -$6.75K 0.04% 406
2023
Q2 		$1.07M Sell
16,008
-2,094
-12% -$131K 0.05% 327
2023
Q1 		$1.24M Sell
18,102
-564
-3% -$42.2K 0.07% 271
2022
Q4 		$1.17M Sell
18,666
-957
-5% -$59K 0.07% 267
2022
Q3 		$1.21M Hold
19,623
– – 0.08% 242
2022
Q2 		$1.21M Buy
+19,623
New +$1.79M 0.08% 242
2021
Q4 		$2.81M Sell
17,396
-8,762
-33% -$1.9M 0.17% 121
2021
Q3 		$6.27M Buy
26,158
+733
+3% +$188K 0.2% 94
2021
Q2 		$6.2M Buy
25,425
+880
+4% +$204K 0.2% 92
2021
Q1 		$5.57M Buy
+24,545
New +$5.74M 0.2% 94

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $3.37T AUM 44.26% 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
Ameriprise
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

Harbour Investments's XYZ Position: Q2 2026 in Review

Harbour Investments reduced its Block Inc (XYZ) stake by 7.3% in Q2 2026, selling an estimated $126K and leaving 22,817 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #593.

Harbour Investments first reported a position in XYZ in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.27M in Q3 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Harbour Investments held 22,817 shares of Block Inc worth $1.73M as of Q2 2026.
  • Harbour Investments sold 1,787 Block Inc shares in Q2 2026, an estimated $126K.
  • Block Inc made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #593 holding.
  • Harbour Investments first reported a position in Block Inc in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Block Inc position peaked at $6.27M in Q3 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.