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
2023 Q4	–	Sell	-1	Closed	-$318	–	3885
2023 Q3	$318	Buy	+1	New	+$62	﹤0.01%	3517
2023 Q2	–	Sell	-100	Closed	-$60	–	3750
2023 Q1	$60	Buy	+100	New	+$7.49K	﹤0.01%	3380
2022 Q2	–	Sell	-95	Closed	-$34K	–	3597
2022 Q1	$34K	Buy	95 +40	+73%	+$4.84K	﹤0.01%	3113
2021 Q4	$154K	Sell	55 -19,445	-100%	-$4.21M	﹤0.01%	2843
2021 Q3	$383K	Buy	+19,500	New	+$5.01M	﹤0.01%	2253
2021 Q2	–	Sell	-50	Closed	-$558K	–	3433
2021 Q1	$558K	Buy	+50	New	+$11.7K	﹤0.01%	1914

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.