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 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

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

Jupiter Asset Management's XYZ Position: Q2 2026 in Review

Jupiter Asset Management opened a new position in Block Inc (XYZ) in Q2 2026: 96,842 shares worth $7.36M. The stake represents 0.04% of the portfolio and ranks #330 among its holdings. This is a return to the name: Jupiter Asset Management previously reported a position in XYZ as recently as Q4 2024.

Jupiter Asset Management first reported a position in XYZ in Q1 2019 and has held it in 14 quarters since. The position peaked at $45.8M in Q4 2020. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Jupiter Asset Management held 96,842 shares of Block Inc worth $7.36M as of Q2 2026.
Block Inc was a new Jupiter Asset Management position in Q2 2026.
Block Inc made up 0.04% of Jupiter Asset Management's portfolio in Q2 2026, its #330 holding.
Jupiter Asset Management first reported a position in Block Inc in Q1 2019 and has held it in 14 quarters since.
Jupiter Asset Management's Block Inc position peaked at $45.8M in Q4 2020.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Jupiter Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.