Liontrust Investment Partners’s Block Inc XYZ Stock Holding History

Liontrust Investment Partners’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	$308K	Sell	5,110 -118,115	-96%	-$7.18M	0.01%	184
2025 Q4	$8.02M	Sell	123,225 -2,835	-2%	-$196K	0.12%	118
2025 Q3	$9.11M	Sell	126,060 -30,158	-19%	-$2.26M	0.13%	110
2025 Q2	$10.6M	Buy	156,218 +16,724	+12%	+$973K	0.15%	95
2025 Q1	$7.58M	Buy	139,494 +103,435	+287%	+$7.72M	0.12%	109
2024 Q4	$3.06M	Buy	+36,059	New	+$2.96M	0.04%	132
2022 Q2	–	Sell	-51,000	Closed	-$6.92M	–	266
2022 Q1	$6.92M	Sell	51,000 -26,400	-34%	-$3.2M	0.09%	103
2021 Q4	$12.5M	Hold	77,400	–	–	0.15%	72
2021 Q3	$18.6M	Buy	+77,400	New	+$19.9M	0.26%	52
2020 Q4	$16.3M	Buy	+75,000	New	+$14.6M	0.33%	51

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Liontrust Investment Partners's XYZ Position: Q1 2026 in Review

Liontrust Investment Partners reduced its Block Inc (XYZ) stake by 96% in Q1 2026, selling an estimated $7.18M and leaving 5,110 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #184.

Liontrust Investment Partners first reported a position in XYZ in Q4 2020 and has held it in 10 quarters since. The position peaked at $18.6M in Q3 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Liontrust Investment Partners held 5,110 shares of Block Inc worth $308K as of Q1 2026.
Liontrust Investment Partners sold 118,115 Block Inc shares in Q1 2026, an estimated $7.18M.
Block Inc made up 0.01% of Liontrust Investment Partners's portfolio in Q1 2026, its #184 holding.
Liontrust Investment Partners first reported a position in Block Inc in Q4 2020 and has held it in 10 quarters since.
Liontrust Investment Partners's Block Inc position peaked at $18.6M in Q3 2021.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.