HI
XYZ

Horizon Investments’s Block Inc XYZ Stock Holding History

Horizon Investments’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 		$1.44M Sell
15,208
-4,210
-22% -$296K 0.02% 629
2026
Q1 		$1.17M Buy
19,418
+6,249
+47% +$380K 0.01% 611
2025
Q4 		$857K Buy
13,169
+116
+0.9% +$8K 0.01% 671
2025
Q3 		$943K Buy
13,053
+13,050
+435,000% +$977K 0.01% 635
2025
Q2 		$204 Buy
+3
New +$175 ﹤0.01% 1111

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 $3.37T AUM 44.26% 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

Horizon Investments's XYZ Position: Q2 2026 in Review

Horizon Investments reduced its Block Inc (XYZ) stake by 22% in Q2 2026, selling an estimated $296K and leaving 15,208 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #629.

Horizon Investments first reported a position in XYZ in Q2 2025 and has held it in 5 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Horizon Investments held 15,208 shares of Block Inc worth $1.44M as of Q2 2026.
  • Horizon Investments sold 4,210 Block Inc shares in Q2 2026, an estimated $296K.
  • Block Inc made up 0.02% of Horizon Investments's portfolio in Q2 2026, its #629 holding.
  • Horizon Investments first reported a position in Block Inc in Q2 2025 and has held it in 5 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.