HIP
XYZ

Harrell Investment Partners’s Block Inc XYZ Stock Holding History

Harrell Investment Partners’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 		$666K Buy
8,768
+128
+1% +$9K 0.14% 104
2026
Q1 		$520K Sell
8,640
-3
-0% -$182 0.12% 109
2025
Q4 		$563K Sell
8,643
-1,025
-11% -$70.7K 0.13% 94
2025
Q3 		$699K Buy
9,668
+1,878
+24% +$141K 0.17% 85
2025
Q2 		$529K Buy
+7,790
New +$453K 0.13% 95

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Harrell Investment Partners's XYZ Position: Q2 2026 in Review

Harrell Investment Partners increased its Block Inc (XYZ) stake by 1.5% in Q2 2026, buying an estimated $9K and bringing the position to 8,768 shares worth $666K. The position accounts for 0.14% of the portfolio, ranked #104.

Harrell Investment Partners first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $699K in Q3 2025. 195 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Harrell Investment Partners held 8,768 shares of Block Inc worth $666K as of Q2 2026.
  • Harrell Investment Partners bought 128 Block Inc shares in Q2 2026, an estimated $9K.
  • Block Inc made up 0.14% of Harrell Investment Partners's portfolio in Q2 2026, its #104 holding.
  • Harrell Investment Partners first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • Harrell Investment Partners's Block Inc position peaked at $699K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Harrell Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.