IP
XYZ

Intellectus Partners’s Block Inc XYZ Stock Holding History

Intellectus Partners’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
2018
Q1 		– Sell
-10,000
Closed -$46K – 643
2017
Q4 		$46K Sell
10,000
-23,000
-70% -$842K 0.02% 349
2017
Q3 		$77K Buy
33,000
+30,500
+1,220% +$798K 0.03% 332
2017
Q2 		$11K Buy
+2,500
New +$51.7K 0.01% 583

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

Intellectus Partners's XYZ Position: Q2 2026 in Review

Intellectus Partners reduced its Block Inc (XYZ) stake by 5.6% in Q2 2026, selling an estimated $41.1K and leaving 9,769 shares worth $742K. The position accounts for 0.13% of the portfolio, ranked #173.

Intellectus Partners first reported a position in XYZ in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.62M in Q3 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Intellectus Partners held 9,769 shares of Block Inc worth $742K as of Q2 2026.
  • Intellectus Partners sold 585 Block Inc shares in Q2 2026, an estimated $41.1K.
  • Block Inc made up 0.13% of Intellectus Partners's portfolio in Q2 2026, its #173 holding.
  • Intellectus Partners first reported a position in Block Inc in Q4 2016 and has held it in 39 quarters since.
  • Intellectus Partners's Block Inc position peaked at $2.62M in Q3 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.