Ken Fisher
XYZ

Ken Fisher’s Block Inc XYZ Stock Holding History

Ken Fisher’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 		$264K Sell
4,381
-401
-8% -$24.4K ﹤0.01% 924
2025
Q4 		$311K Buy
4,782
+54
+1% +$3.73K ﹤0.01% 887
2025
Q3 		$342K Sell
4,728
-1,290
-21% -$96.6K ﹤0.01% 857
2025
Q2 		$409K Sell
6,018
-1,991
-25% -$116K ﹤0.01% 820
2025
Q1 		$435K Buy
8,009
+33
+0.4% +$2.46K ﹤0.01% 817
2024
Q4 		$678K Sell
7,976
-494
-6% -$40.5K ﹤0.01% 724
2024
Q3 		$569K Sell
8,470
-3,328
-28% -$215K ﹤0.01% 738
2024
Q2 		$761K Sell
11,798
-727
-6% -$50.9K ﹤0.01% 715
2024
Q1 		$1.06M Sell
12,525
-14,928
-54% -$1.08M ﹤0.01% 679
2023
Q4 		$2.12M Sell
27,453
-14,355
-34% -$812K ﹤0.01% 585
2023
Q3 		$1.85M Sell
41,808
-79,937
-66% -$4.95M ﹤0.01% 641
2023
Q2 		$8.1M Sell
121,745
-11,208,500
-99% -$700M ﹤0.01% 477
2023
Q1 		$778M Sell
11,330,245
-29,727
-0.3% -$2.23M 0.47% 68
2022
Q4 		$714M Buy
11,359,972
+6,791,842
+149% +$419M 0.48% 67
2022
Q3 		$251M Sell
4,568,130
-897,277
-16% -$63.5M 0.19% 114
2022
Q2 		$336M Buy
5,465,407
+386,400
+8% +$35.3M 0.24% 92
2022
Q1 		$689M Buy
5,079,007
+1,687,083
+50% +$204M 0.41% 71
2021
Q4 		$548M Buy
3,391,924
+1,875,511
+124% +$406M 0.31% 79
2021
Q3 		$364M Buy
1,516,413
+13,671
+0.9% +$3.51M 0.23% 98
2021
Q2 		$366M Buy
1,502,742
+54,205
+4% +$12.6M 0.23% 93
2021
Q1 		$329M Buy
1,448,537
+54,332
+4% +$12.7M 0.23% 97
2020
Q4 		$303M Buy
1,394,205
+19,458
+1% +$3.8M 0.23% 95
2020
Q3 		$223M Buy
1,374,747
+64,255
+5% +$9.07M 0.2% 97
2020
Q2 		$138M Buy
1,310,492
+37,467
+3% +$2.87M 0.13% 115
2020
Q1 		$66.7M Buy
1,273,025
+852,891
+203% +$58.3M 0.08% 153
2019
Q4 		$26.3M Sell
420,134
-103
-0% -$6.58K 0.03% 251
2019
Q3 		$26M Buy
420,237
+414,380
+7,075% +$28.1M 0.03% 257
2019
Q2 		$425K Sell
5,857
-368
-6% -$25.7K ﹤0.01% 688
2019
Q1 		$466K Buy
+6,225
New +$451K ﹤0.01% 650

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 $5.72T 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 $432B AUM 30.22% 1-Year Est. Return

Ken Fisher's XYZ Position: Q1 2026 in Review

Ken Fisher reduced its Block Inc (XYZ) stake by 8.4% in Q1 2026, selling an estimated $24.4K and leaving 4,381 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Ken Fisher first reported a position in XYZ in Q1 2019 and has held it in 29 quarters since. The position peaked at $778M in Q1 2023. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Ken Fisher held 4,381 shares of Block Inc worth $264K as of Q1 2026.
  • Ken Fisher sold 401 Block Inc shares in Q1 2026, an estimated $24.4K.
  • Block Inc made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #924 holding.
  • Ken Fisher first reported a position in Block Inc in Q1 2019 and has held it in 29 quarters since.
  • Ken Fisher's Block Inc position peaked at $778M in Q1 2023.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.