KIA
XYZ

Knollwood Investment Advisory’s Block Inc XYZ Stock Holding History

Knollwood Investment Advisory’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 		$440K Hold
7,306
– – 0.04% 234
2025
Q4 		$476K Hold
7,306
– – 0.04% 231
2025
Q3 		$528K Hold
7,306
– – 0.05% 251
2025
Q2 		$496K Hold
7,306
– – 0.05% 252
2025
Q1 		$397K Hold
7,306
– – 0.04% 277
2024
Q4 		$621K Hold
7,306
– – 0.07% 241
2024
Q3 		$490K Hold
7,306
– – 0.05% 264
2024
Q2 		$471K Buy
+7,306
New +$511K 0.05% 261

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Knollwood Investment Advisory's XYZ Position: Q1 2026 in Review

Knollwood Investment Advisory held its Block Inc (XYZ) position steady in Q1 2026 at 7,306 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #234.

Knollwood Investment Advisory first reported a position in XYZ in Q2 2024 and has held it in 8 quarters since. The position peaked at $621K in Q4 2024. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Knollwood Investment Advisory held 7,306 shares of Block Inc worth $440K as of Q1 2026.
  • Knollwood Investment Advisory left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up 0.04% of Knollwood Investment Advisory's portfolio in Q1 2026, its #234 holding.
  • Knollwood Investment Advisory first reported a position in Block Inc in Q2 2024 and has held it in 8 quarters since.
  • Knollwood Investment Advisory's Block Inc position peaked at $621K in Q4 2024.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Knollwood Investment Advisory's 13F filing for Q1 2026, filed 14 May 2026.