HCM
XYZ

Howard Capital Management’s Block Inc XYZ Stock Holding History

Howard Capital Management’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 		$246K Buy
+3,238
New +$228K ﹤0.01% 396
2026
Q1 		– Sell
-4,462
Closed -$290K – 433
2025
Q4 		$290K Buy
4,462
+23
+0.5% +$1.59K ﹤0.01% 373
2025
Q3 		$321K Buy
4,439
+138
+3% +$10.3K ﹤0.01% 358
2025
Q2 		$292K Buy
+4,301
New +$250K ﹤0.01% 358
2025
Q1 		– Sell
-3,746
Closed -$318K – 420
2024
Q4 		$318K Buy
3,746
+189
+5% +$15.5K ﹤0.01% 341
2024
Q3 		$239K Buy
+3,557
New +$230K ﹤0.01% 359

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

Howard Capital Management's XYZ Position: Q2 2026 in Review

Howard Capital Management opened a new position in Block Inc (XYZ) in Q2 2026: 3,238 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Howard Capital Management previously reported a position in XYZ as recently as Q4 2025.

Howard Capital Management first reported a position in XYZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $321K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Howard Capital Management held 3,238 shares of Block Inc worth $246K as of Q2 2026.
  • Block Inc was a new Howard Capital Management position in Q2 2026.
  • Block Inc made up ﹤0.01% of Howard Capital Management's portfolio in Q2 2026, its #396 holding.
  • Howard Capital Management first reported a position in Block Inc in Q3 2024 and has held it in 6 quarters since.
  • Howard Capital Management's Block Inc position peaked at $321K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.