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 Q2	$3.49M	Buy	45,922 +2,167	+5%	+$152K	0.33%	26
2026 Q1	$2.63M	Buy	43,755 +8,426	+24%	+$512K	0.26%	28
2025 Q4	$2.3M	Sell	35,329 -72,126	-67%	-$4.98M	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

J. Stern & Co's XYZ Position: Q2 2026 in Review

J. Stern & Co increased its Block Inc (XYZ) stake by 5% in Q2 2026, buying an estimated $152K and bringing the position to 45,922 shares worth $3.49M. The position accounts for 0.33% of the portfolio, ranked #26.

J. Stern & Co first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.77M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

J. Stern & Co held 45,922 shares of Block Inc worth $3.49M as of Q2 2026.
J. Stern & Co bought 2,167 Block Inc shares in Q2 2026, an estimated $152K.
Block Inc made up 0.33% of J. Stern & Co's portfolio in Q2 2026, its #26 holding.
J. Stern & Co first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
J. Stern & Co's Block Inc position peaked at $7.77M in Q3 2025.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.