JSC
XYZ

J. Stern & Co’s Block Inc XYZ Stock Holding History

J. Stern & Co’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 		$2.63M Sell
43,755
-2,255,810
-98% -$137M 0.26% 28
2025
Q4 		$2.3B Buy
2,299,565
+2,192,110
+2,040% +$151M 0.2% 29
2025
Q3 		$7.77M Buy
107,455
+52,949
+97% +$3.96M 0.59% 25
2025
Q2 		$3.2M Sell
54,506
-3,404
-6% -$198K 0.27% 26
2025
Q1 		$3.15M Buy
57,910
+21,312
+58% +$1.59M 0.3% 26
2024
Q4 		$3.11M Buy
36,598
+3,151
+9% +$258K 0.29% 24
2024
Q3 		$2.25M Buy
33,447
+17,002
+103% +$1.1M 0.24% 25
2024
Q2 		$1.06M Buy
16,445
+13,325
+427% +$932K 0.13% 28
2024
Q1 		$264K Buy
3,120
+1,123
+56% +$81.2K 0.03% 29
2023
Q4 		$130K Buy
+1,997
New +$113K 0.02% 35

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return