I
XYZ

InceptionR’s Block Inc XYZ Stock Holding History

InceptionR’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
Q1 		$779K Hold
12,948
– – 0.19% 174
2025
Q4 		$843K Sell
12,948
-6,532
-34% -$451K 0.23% 154
2025
Q3 		$1.41M Buy
19,480
+15,971
+455% +$1.2M 0.34% 62
2025
Q2 		$238K Sell
3,509
-2,922
-45% -$170K 0.06% 517
2025
Q1 		$349K Sell
6,431
-1,954
-23% -$146K 0.1% 350
2024
Q4 		$713K Sell
8,385
-3,248
-28% -$266K 0.16% 250
2024
Q3 		$781K Buy
+11,633
New +$751K 0.19% 208
2023
Q4 		– Sell
-8,412
Closed -$372K – 551
2023
Q3 		$372K Buy
8,412
+5,137
+157% +$318K 0.21% 214
2023
Q2 		$218K Sell
3,275
-204
-6% -$12.7K 0.12% 354
2023
Q1 		$239K Buy
+3,479
New +$260K 0.08% 374

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

InceptionR's XYZ Position: Q1 2026 in Review

InceptionR held its Block Inc (XYZ) position steady in Q1 2026 at 12,948 shares worth $779K. The position accounts for 0.19% of the portfolio, ranked #174.

InceptionR first reported a position in XYZ in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • InceptionR held 12,948 shares of Block Inc worth $779K as of Q1 2026.
  • InceptionR left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up 0.19% of InceptionR's portfolio in Q1 2026, its #174 holding.
  • InceptionR first reported a position in Block Inc in Q1 2023 and has held it in 10 quarters since.
  • InceptionR's Block Inc position peaked at $1.41M in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.