LIA
XYZ

Limestone Investment Advisors’s Block Inc XYZ Stock Holding History

Limestone Investment Advisors’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
-2,960
Closed -$178K – 679
2026
Q1 		$178K Buy
+2,960
New +$180K 0.01% 306
2025
Q4 		– Sell
-126
Closed -$9.11K – 668
2025
Q3 		$9.11K Buy
+126
New +$9.43K ﹤0.01% 505

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 $3.37T AUM 44.26% 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

Limestone Investment Advisors's XYZ Position: Q2 2026 in Review

Limestone Investment Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 2,960 shares — an estimated $178K sold.

Limestone Investment Advisors first reported a position in XYZ in Q3 2025 and held it in 2 quarters. The position peaked at $178K in Q1 2026. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Limestone Investment Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 2,960 Block Inc shares in Q2 2026, an estimated $178K.
  • Limestone Investment Advisors first reported a position in Block Inc in Q3 2025 and held it in 2 quarters.
  • Limestone Investment Advisors's Block Inc position peaked at $178K in Q1 2026.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.