IHL
XYZ

Investment House LLC’s Block Inc XYZ Stock Holding History

Investment House LLC’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 		$3.24M Sell
42,693
-1,900
-4% -$134K 0.15% 96
2026
Q1 		$2.68M Sell
44,593
-3,300
-7% -$201K 0.14% 107
2025
Q4 		$3.12M Sell
47,893
-3,425
-7% -$236K 0.15% 104
2025
Q3 		$3.71M Buy
51,318
+440
+0.9% +$32.9K 0.18% 95
2025
Q2 		$3.46M Sell
50,878
-17,640
-26% -$1.03M 0.17% 96
2025
Q1 		$3.72M Buy
68,518
+875
+1% +$65.3K 0.21% 86
2024
Q4 		$5.75M Sell
67,643
-140
-0.2% -$11.5K 0.31% 70
2024
Q3 		$4.55M Sell
67,783
-4,880
-7% -$315K 0.25% 82
2024
Q2 		$4.69M Sell
72,663
-22,748
-24% -$1.59M 0.27% 76
2024
Q1 		$8.07M Buy
95,411
+30,764
+48% +$2.23M 0.47% 56
2023
Q4 		$5M Buy
64,647
+30
+0% +$1.7K 0.35% 70
2023
Q3 		$2.86M Sell
64,617
-130
-0.2% -$8.05K 0.23% 81
2023
Q2 		$4.31M Sell
64,747
-50
-0.1% -$3.12K 0.32% 74
2023
Q1 		$4.45M Sell
64,797
-494
-0.8% -$37K 0.37% 67
2022
Q4 		$4.1M Hold
65,291
– – 0.38% 66
2022
Q3 		$3.59M Buy
65,291
+325
+0.5% +$23K 0.34% 67
2022
Q2 		$3.99M Sell
64,966
-235
-0.4% -$21.5K 0.35% 67
2022
Q1 		$8.84M Sell
65,201
-1,020
-2% -$123K 0.64% 45
2021
Q4 		$10.7M Sell
66,221
-515
-0.8% -$112K 0.69% 43
2021
Q3 		$16M Sell
66,736
-13,798
-17% -$3.54M 1.17% 21
2021
Q2 		$19.6M Sell
80,534
-220
-0.3% -$51K 1.38% 17
2021
Q1 		$18.3M Sell
80,754
-1,860
-2% -$435K 1.42% 17
2020
Q4 		$18M Sell
82,614
-260
-0.3% -$50.7K 1.26% 20
2020
Q3 		$13.5M Sell
82,874
-1,100
-1% -$155K 1.06% 23
2020
Q2 		$8.81M Sell
83,974
-750
-0.9% -$57.4K 0.77% 35
2020
Q1 		$4.44M Sell
84,724
-750
-0.9% -$51.3K 0.5% 56
2019
Q4 		$5.35M Sell
85,474
-2,198
-3% -$140K 0.5% 58
2019
Q3 		$5.43M Buy
87,672
+1,900
+2% +$129K 0.55% 55
2019
Q2 		$6.22M Sell
85,772
-1,581
-2% -$110K 0.65% 47
2019
Q1 		$6.54M Sell
87,353
-621
-0.7% -$45K 0.71% 44
2018
Q4 		$4.93M Sell
87,974
-490
-0.6% -$34.6K 0.61% 55
2018
Q3 		$8.76M Buy
88,464
+180
+0.2% +$13.9K 0.93% 32
2018
Q2 		$5.44M Buy
88,284
+528
+0.6% +$29K 0.63% 52
2018
Q1 		$4.32M Sell
87,756
-924
-1% -$42.4K 0.53% 57
2017
Q4 		$3.08M Hold
88,680
– – 0.37% 72
2017
Q3 		$2.56M Hold
88,680
– – 0.33% 79
2017
Q2 		$2.08M Hold
88,680
– – 0.28% 86
2017
Q1 		$1.53M Sell
88,680
-150
-0.2% -$2.35K 0.22% 97
2016
Q4 		$1.21M Hold
88,830
– – 0.18% 96
2016
Q3 		$1.04M Sell
88,830
-25
-0% -$273 0.16% 104
2016
Q2 		$804K Buy
88,855
+73,695
+486% +$833K 0.13% 113
2016
Q1 		$232K Buy
+15,160
New +$164K 0.04% 172

Other funds holding XYZ

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Investment House LLC's XYZ Position: Q2 2026 in Review

Investment House LLC reduced its Block Inc (XYZ) stake by 4.3% in Q2 2026, selling an estimated $134K and leaving 42,693 shares worth $3.24M. The position accounts for 0.15% of the portfolio, ranked #96.

Investment House LLC first reported a position in XYZ in Q1 2016 and has held it in 42 quarters since. The position peaked at $19.6M in Q2 2021. 406 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Investment House LLC held 42,693 shares of Block Inc worth $3.24M as of Q2 2026.
  • Investment House LLC sold 1,900 Block Inc shares in Q2 2026, an estimated $134K.
  • Block Inc made up 0.15% of Investment House LLC's portfolio in Q2 2026, its #96 holding.
  • Investment House LLC first reported a position in Block Inc in Q1 2016 and has held it in 42 quarters since.
  • Investment House LLC's Block Inc position peaked at $19.6M in Q2 2021.
  • 406 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.