HPG
XYZ

Harvest Portfolios Group’s Block Inc XYZ Stock Holding History

Harvest Portfolios Group’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 		$9.83M Buy
129,402
+11,238
+10% +$790K 0.14% 94
2026
Q1 		$7.11M Buy
118,164
+28,678
+32% +$1.74M 0.12% 98
2025
Q4 		$5.82M Buy
89,486
+31,399
+54% +$2.17M 0.1% 111
2025
Q3 		$4.2M Buy
58,087
+25,716
+79% +$1.92M 0.08% 116
2025
Q2 		$2.2M Buy
32,371
+19,762
+157% +$1.15M 0.05% 129
2025
Q1 		$685K Sell
12,609
-4,180
-25% -$312K 0.02% 186
2024
Q4 		$1.43M Buy
16,789
+1,847
+12% +$152K 0.05% 160
2024
Q3 		$1M Buy
14,942
+1,158
+8% +$74.8K 0.03% 179
2024
Q2 		$889K Sell
13,784
-4,699
-25% -$329K 0.03% 153
2024
Q1 		$1.56M Buy
18,483
+2,988
+19% +$216K 0.06% 140
2023
Q4 		$1.2M Sell
15,495
-612
-4% -$34.6K 0.05% 142
2023
Q3 		$713K Buy
16,107
+182
+1% +$11.3K 0.03% 146
2023
Q2 		$1.06M Buy
15,925
+2,772
+21% +$173K 0.05% 143
2023
Q1 		$903K Sell
13,153
-763
-5% -$57.1K 0.04% 146
2022
Q4 		$874K Buy
+13,916
New +$859K 0.05% 132

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 $3.38T AUM 44.17% 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

Harvest Portfolios Group's XYZ Position: Q2 2026 in Review

Harvest Portfolios Group increased its Block Inc (XYZ) stake by 9.5% in Q2 2026, buying an estimated $790K and bringing the position to 129,402 shares worth $9.83M. The position accounts for 0.14% of the portfolio, ranked #94.

Harvest Portfolios Group first reported a position in XYZ in Q4 2022 and has held it in 15 quarters since. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Harvest Portfolios Group held 129,402 shares of Block Inc worth $9.83M as of Q2 2026.
  • Harvest Portfolios Group bought 11,238 Block Inc shares in Q2 2026, an estimated $790K.
  • Block Inc made up 0.14% of Harvest Portfolios Group's portfolio in Q2 2026, its #94 holding.
  • Harvest Portfolios Group first reported a position in Block Inc in Q4 2022 and has held it in 15 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.