HighTower Advisors’s Block Inc XYZ Stock Holding History

HighTower Advisors’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
2024 Q2	–	Sell	-35,000	Closed	-$60K	–	3960
2024 Q1	$60K	Buy	+35,000	New	+$2.53M	﹤0.01%	3232
2022 Q2	–	Sell	-155	Closed	-$207K	–	3596
2022 Q1	$207K	Buy	+155	New	+$18.8K	﹤0.01%	2830
2021 Q3	–	Sell	-3,000	Closed	-$387K	–	3471
2021 Q2	$387K	Buy	+3,000	New	+$696K	﹤0.01%	2200
2021 Q1	–	Sell	-209	Closed	-$949K	–	3291
2020 Q4	$949K	Sell	209 -5,091	-96%	-$993K	﹤0.01%	1289
2020 Q3	$330K	Buy	+5,300	New	+$748K	﹤0.01%	1782
2019 Q2	–	Sell	-4,200	Closed	-$11K	–	2537
2019 Q1	$11K	Sell	4,200 -7,600	-64%	-$551K	﹤0.01%	2204
2018 Q4	$186K	Hold	11,800	–	–	﹤0.01%	1862
2018 Q3	$186K	Sell	11,800 -2,700	-19%	-$208K	﹤0.01%	1971
2018 Q2	$74K	Buy	14,500 +12,500	+625%	+$688K	﹤0.01%	2034
2018 Q1	$9K	Sell	2,000 -1,100	-35%	-$50.5K	﹤0.01%	2094
2017 Q4	$3K	Buy	+3,100	New	+$114K	﹤0.01%	2229

Other funds holding XYZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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.