Jupiter Asset Management
XYZ icon

Jupiter Asset Management’s Block Inc XYZ Stock Holding History

Jupiter Asset 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
Q3 		$8.7M Buy
118,329
+21,487
+22% +$1.71M 0.04% 325
2026
Q2 		$7.36M Buy
+96,842
New +$6.81M 0.04% 330
2025
Q1 		– Sell
-147,646
Closed -$12.5M – 513
2024
Q4 		$12.5M Buy
+147,646
New +$12.1M 0.12% 206
2024
Q1 		– Sell
-32,094
Closed -$2.48M – 553
2023
Q4 		$2.48M Sell
32,094
-12,347
-28% -$698K 0.02% 315
2023
Q3 		$1.97M Sell
44,441
-81,479
-65% -$5.05M 0.02% 345
2023
Q2 		$8.38M Buy
+125,920
New +$7.87M 0.09% 229
2022
Q1 		– Sell
-3,700
Closed -$611K – 628
2021
Q4 		$611K Sell
3,700
-65,404
-95% -$14.2M 0.01% 456
2021
Q3 		$16.6M Sell
69,104
-18,577
-21% -$4.77M 0.19% 159
2021
Q2 		$21.4M Sell
87,681
-34,443
-28% -$7.99M 0.22% 128
2021
Q1 		$27.7M Sell
122,124
-88,155
-42% -$20.6M 0.27% 102
2020
Q4 		$45.8M Buy
210,279
+57,410
+38% +$11.2M 0.46% 54
2020
Q3 		$24.9M Buy
152,869
+36,809
+32% +$5.2M 0.26% 102
2020
Q2 		$12.2M Sell
116,060
-80,015
-41% -$6.13M 0.41% 62
2020
Q1 		$10.3M Buy
+196,075
New +$13.4M 0.44% 66
2019
Q2 		– Sell
-28,696
Closed -$2.15M – 244
2019
Q1 		$2.15M Buy
+28,696
New +$2.08M 0.07% 177

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Jupiter Asset Management's XYZ Position: Q3 2026 in Review

Jupiter Asset Management increased its Block Inc (XYZ) stake by 22% in Q3 2026, buying an estimated $1.71M and bringing the position to 118,329 shares worth $8.7M. The position accounts for 0.04% of the portfolio, ranked #325.

Jupiter Asset Management first reported a position in XYZ in Q1 2019 and has held it in 15 quarters since. The position peaked at $45.8M in Q4 2020. 624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Jupiter Asset Management held 118,329 shares of Block Inc worth $8.7M as of Q3 2026.
  • Jupiter Asset Management bought 21,487 Block Inc shares in Q3 2026, an estimated $1.71M.
  • Block Inc made up 0.04% of Jupiter Asset Management's portfolio in Q3 2026, its #325 holding.
  • Jupiter Asset Management first reported a position in Block Inc in Q1 2019 and has held it in 15 quarters since.
  • Jupiter Asset Management's Block Inc position peaked at $45.8M in Q4 2020.
  • 624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.