INTECH Investment Management’s Block Inc XYZ Stock Holding History

INTECH Investment 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 Q1	$1.47M	Sell	24,425 -5,729	-19%	-$348K	0.01%	832
2025 Q4	$1.96M	Buy	30,154 +4,025	+15%	+$278K	0.02%	742
2025 Q3	$1.89M	Buy	26,129 +9,261	+55%	+$693K	0.02%	805
2025 Q2	$1.15M	Sell	16,868 -863	-5%	-$50.2K	0.01%	1122
2025 Q1	$963K	Sell	17,731 -143	-0.8%	-$10.7K	0.01%	1220
2024 Q4	$1.52M	Sell	17,874 -10,948	-38%	-$898K	0.01%	871
2024 Q3	$1.93M	Sell	28,822 -38,494	-57%	-$2.49M	0.02%	497
2024 Q2	$4.34M	Sell	67,316 -129,014	-66%	-$9.03M	0.05%	273
2024 Q1	$16.6M	Buy	196,330 +168,066	+595%	+$12.2M	0.23%	92
2023 Q4	$2.19M	Sell	28,264 -9,439	-25%	-$534K	0.03%	326
2023 Q3	$1.67M	Buy	37,703 +6,237	+20%	+$386K	0.02%	370
2023 Q2	$2.09M	Sell	31,466 -18,504	-37%	-$1.16M	0.02%	370
2023 Q1	$3.43M	Buy	49,970 +148	+0.3%	+$11.1K	0.03%	404
2022 Q4	$3.13M	Sell	49,822 -5,745	-10%	-$354K	0.02%	418
2022 Q3	$3.06M	Sell	55,567 -17,100	-24%	-$1.21M	0.02%	402
2022 Q2	$4.47M	Buy	+72,667	New	+$6.64M	0.03%	374

Other funds holding XYZ

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return