Harvest Fund Management’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
Q1 | – | Sell |
-6,810
| Closed | -$530K | – | 670 |
|
|
2025
Q4 | $530K | Hold |
6,810
| – | – | 0.02% | 250 |
|
|
2025
Q3 | $530K | Hold |
6,810
| – | – | 0.02% | 256 |
|
|
2025
Q2 | $530K | Hold |
6,810
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $530K | Buy |
6,810
+1,608
| +31% | +$120K | 0.03% | 268 |
|
|
2024
Q4 | $443K | Buy |
5,202
+3,479
| +202% | +$285K | 0.02% | 348 |
|
|
2024
Q3 | $116K | Buy |
+1,723
| New | +$111K | 0.01% | 410 |
|
|
2024
Q2 | – | Sell |
-1,499
| Closed | -$127K | – | 778 |
|
|
2024
Q1 | $127K | Sell |
1,499
-2,048
| -58% | -$148K | 0.01% | 394 |
|
|
2023
Q4 | $274K | Buy |
+3,547
| New | +$201K | 0.04% | 194 |
|
|
2023
Q2 | – | Sell |
-1,318
| Closed | -$90K | – | 792 |
|
|
2023
Q1 | $90K | Sell |
1,318
-2,993
| -69% | -$224K | 0.02% | 360 |
|
|
2022
Q4 | $271K | Buy |
4,311
+3,471
| +413% | +$214K | 0.07% | 173 |
|
|
2022
Q3 | $46K | Hold |
840
| – | – | 0.01% | 435 |
|
|
2022
Q2 | $52K | Hold |
840
| – | – | 0.01% | 411 |
|
|
2022
Q1 | $113K | Sell |
840
-550
| -40% | -$66.6K | 0.02% | 318 |
|
|
2021
Q4 | $229K | Sell |
1,390
-1,562
| -53% | -$338K | 0.04% | 223 |
|
|
2021
Q3 | $707K | Sell |
2,952
-340
| -10% | -$87.3K | 0.16% | 50 |
|
|
2021
Q2 | $796K | Sell |
3,292
-2,143
| -39% | -$497K | 0.08% | 62 |
|
|
2021
Q1 | $1.23M | Sell |
5,435
-1,203
| -18% | -$281K | 0.12% | 40 |
|
|
2020
Q4 | $1.44M | Sell |
6,638
-994
| -13% | -$194K | 0.13% | 41 |
|
|
2020
Q3 | $1.38M | Buy |
7,632
+3,503
| +85% | +$495K | 0.11% | 44 |
|
|
2020
Q2 | $478K | Buy |
4,129
+2,324
| +129% | +$178K | 0.04% | 76 |
|
|
2020
Q1 | $94K | Buy |
1,805
+1,792
| +13,785% | +$123K | 0.01% | 214 |
|
|
2019
Q4 | $1K | Sell |
13
-135
| -91% | -$8.63K | ﹤0.01% | 401 |
|
|
2019
Q3 | $9K | Sell |
148
-4,306
| -97% | -$292K | ﹤0.01% | 372 |
|
|
2019
Q2 | $323K | Sell |
4,454
-1,755
| -28% | -$123K | 0.04% | 75 |
|
|
2019
Q1 | $465K | Sell |
6,209
-1,337
| -18% | -$96.9K | 0.08% | 58 |
|
|
2018
Q4 | $423K | Sell |
7,546
-7,143
| -49% | -$504K | 0.09% | 56 |
|
|
2018
Q3 | $1.45M | Buy |
14,689
+9,576
| +187% | +$739K | 0.25% | 27 |
|
|
2018
Q2 | $315K | Buy |
5,113
+466
| +10% | +$25.6K | 0.05% | 58 |
|
|
2018
Q1 | $228K | Buy |
4,647
+864
| +23% | +$39.7K | 0.04% | 64 |
|
|
2017
Q4 | $131K | Buy |
+3,783
| New | +$139K | 0.02% | 97 |
|
Other funds holding XYZ
VCM
VPM
Harvest Fund Management's XYZ Position: Q1 2026 in Review
Harvest Fund Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 6,810 shares — an estimated $530K sold.
Harvest Fund Management first reported a position in XYZ in Q4 2017 and held it in 30 quarters. The position peaked at $1.45M in Q3 2018. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- Harvest Fund Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
- Harvest Fund Management sold 6,810 Block Inc shares in Q1 2026, an estimated $530K.
- Harvest Fund Management first reported a position in Block Inc in Q4 2017 and held it in 30 quarters.
- Harvest Fund Management's Block Inc position peaked at $1.45M in Q3 2018.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.