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
Q2 		– Sell
-7,306
Closed -$440K – 316
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
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

Knollwood Investment Advisory's XYZ Position: Q2 2026 in Review

Knollwood Investment Advisory sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 7,306 shares — an estimated $440K sold.

Knollwood Investment Advisory first reported a position in XYZ in Q2 2024 and held it in 8 quarters. The position peaked at $621K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Knollwood Investment Advisory reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Knollwood Investment Advisory sold 7,306 Block Inc shares in Q2 2026, an estimated $440K.
  • Knollwood Investment Advisory first reported a position in Block Inc in Q2 2024 and held it in 8 quarters.
  • Knollwood Investment Advisory's Block Inc position peaked at $621K in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.