HighTower Advisors’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 | $3.42M | Sell |
56,772
-1,543
| -3% | -$93.8K | ﹤0.01% | 1402 |
|
|
2025
Q4 | $3.8M | Sell |
58,315
-12,982
| -18% | -$896K | ﹤0.01% | 1306 |
|
|
2025
Q3 | $5.15M | Buy |
71,297
+3,459
| +5% | +$259K | 0.01% | 1117 |
|
|
2025
Q2 | $4.61M | Sell |
67,838
-106,752
| -61% | -$6.21M | 0.01% | 1124 |
|
|
2025
Q1 | $9.49M | Sell |
174,590
-56,396
| -24% | -$4.21M | 0.01% | 787 |
|
|
2024
Q4 | $19.6M | Buy |
230,986
+18,704
| +9% | +$1.53M | 0.03% | 531 |
|
|
2024
Q3 | $14.2M | Buy |
212,282
+12,410
| +6% | +$802K | 0.02% | 621 |
|
|
2024
Q2 | $12.9M | Sell |
199,872
-17,776
| -8% | -$1.24M | 0.02% | 621 |
|
|
2024
Q1 | $18.4M | Buy |
217,648
+10,240
| +5% | +$741K | 0.03% | 496 |
|
|
2023
Q4 | $16.1M | Buy |
207,408
+31,765
| +18% | +$1.8M | 0.03% | 543 |
|
|
2023
Q3 | $7.74M | Sell |
175,643
-28,263
| -14% | -$1.75M | 0.01% | 750 |
|
|
2023
Q2 | $13.6M | Sell |
203,906
-15,984
| -7% | -$999K | 0.03% | 548 |
|
|
2023
Q1 | $15.1M | Sell |
219,890
-11,790
| -5% | -$882K | 0.03% | 491 |
|
|
2022
Q4 | $14.6M | Sell |
231,680
-37,940
| -14% | -$2.34M | 0.03% | 491 |
|
|
2022
Q3 | $14.7M | Buy |
269,620
+11,988
| +5% | +$849K | 0.04% | 434 |
|
|
2022
Q2 | $15.8M | Buy |
257,632
+24,955
| +11% | +$2.28M | 0.04% | 413 |
|
|
2022
Q1 | $31.6M | Buy |
232,677
+32,544
| +16% | +$3.94M | 0.07% | 279 |
|
|
2021
Q4 | $32.3M | Buy |
200,133
+54,883
| +38% | +$11.9M | 0.07% | 275 |
|
|
2021
Q3 | $34.9M | Buy |
145,250
+2,348
| +2% | +$603K | 0.09% | 223 |
|
|
2021
Q2 | $34.8M | Buy |
142,902
+7,689
| +6% | +$1.78M | 0.1% | 209 |
|
|
2021
Q1 | $30.7M | Buy |
135,213
+20,266
| +18% | +$4.74M | 0.1% | 216 |
|
|
2020
Q4 | $25M | Buy |
114,947
+14,169
| +14% | +$2.76M | 0.1% | 204 |
|
|
2020
Q3 | $16.4M | Sell |
100,778
-27,443
| -21% | -$3.87M | 0.08% | 239 |
|
|
2020
Q2 | $13.4M | Buy |
128,221
+34,170
| +36% | +$2.62M | 0.07% | 257 |
|
|
2020
Q1 | $4.92M | Sell |
94,051
-235
| -0.2% | -$16.1K | 0.03% | 455 |
|
|
2019
Q4 | $5.91M | Sell |
94,286
-9,623
| -9% | -$615K | 0.04% | 486 |
|
|
2019
Q3 | $6.43M | Buy |
103,909
+49,038
| +89% | +$3.33M | 0.04% | 473 |
|
|
2019
Q2 | $3.98M | Sell |
54,871
-68,716
| -56% | -$4.8M | 0.02% | 643 |
|
|
2019
Q1 | $9.24M | Buy |
123,587
+21,268
| +21% | +$1.54M | 0.06% | 318 |
|
|
2018
Q4 | $5.73M | Buy |
102,319
+7,705
| +8% | +$544K | 0.04% | 421 |
|
|
2018
Q3 | $9.36M | Buy |
94,614
+60,997
| +181% | +$4.7M | 0.07% | 303 |
|
|
2018
Q2 | $2.07M | Buy |
33,617
+8,065
| +32% | +$444K | 0.02% | 838 |
|
|
2018
Q1 | $1.25M | Sell |
25,552
-4,996
| -16% | -$229K | 0.01% | 987 |
|
|
2017
Q4 | $1.05M | Buy |
30,548
+1,323
| +5% | +$48.4K | 0.01% | 1079 |
|
|
2017
Q3 | $844K | Buy |
29,225
+12,674
| +77% | +$332K | 0.01% | 1184 |
|
|
2017
Q2 | $388K | Sell |
16,551
-2,393
| -13% | -$49.5K | ﹤0.01% | 1492 |
|
|
2017
Q1 | $327K | Buy |
18,944
+6,673
| +54% | +$104K | ﹤0.01% | 1512 |
|
|
2016
Q4 | $166K | Buy |
12,271
+222
| +2% | +$2.76K | ﹤0.01% | 1712 |
|
|
2016
Q3 | $141K | Sell |
12,049
-1,357
| -10% | -$14.8K | ﹤0.01% | 1702 |
|
|
2016
Q2 | $121K | Buy |
+13,406
| New | +$152K | ﹤0.01% | 1586 |
|
Other funds holding XYZ
VCM
VPM
HighTower Advisors's XYZ Position: Q1 2026 in Review
HighTower Advisors reduced its Block Inc (XYZ) stake by 2.6% in Q1 2026, selling an estimated $93.8K and leaving 56,772 shares worth $3.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1402.
HighTower Advisors first reported a position in XYZ in Q2 2016 and has held it in 40 quarters since. The position peaked at $34.9M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.
- HighTower Advisors held 56,772 shares of Block Inc worth $3.42M as of Q1 2026.
- HighTower Advisors sold 1,543 Block Inc shares in Q1 2026, an estimated $93.8K.
- Block Inc made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #1402 holding.
- HighTower Advisors first reported a position in Block Inc in Q2 2016 and has held it in 40 quarters since.
- HighTower Advisors's Block Inc position peaked at $34.9M in Q3 2021.
- 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.