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 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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return