MHR
XYZ

Matthew Hamilton Rosenberg’s Block Inc XYZ Stock Holding History

Matthew Hamilton Rosenberg’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 		$11.6K Hold
152
– – ﹤0.01% 610
2026
Q1 		$9.15K Sell
152
-173
-53% -$10.5K ﹤0.01% 628
2025
Q4 		$21.2K Hold
325
– – ﹤0.01% 536
2025
Q3 		$23.5K Hold
325
– – 0.01% 518
2025
Q2 		$22.1K Sell
325
-600
-65% -$34.9K 0.01% 543
2025
Q1 		$50.3K Sell
925
-57
-6% -$4.25K 0.01% 424
2024
Q4 		$83.5K Buy
982
+152
+18% +$12.5K 0.02% 339
2024
Q3 		$55.7K Hold
830
– – 0.01% 411
2024
Q2 		$53K Hold
830
– – 0.02% 410
2024
Q1 		$67.6K Sell
830
-183
-18% -$13.2K 0.02% 379
2023
Q4 		$78.4K Sell
1,013
-123
-11% -$6.95K 0.02% 351
2023
Q3 		$50.3K Sell
1,136
-28
-2% -$1.73K 0.02% 419
2023
Q2 		$77.5K Sell
1,164
-925
-44% -$57.8K 0.03% 351
2023
Q1 		$143K Sell
2,089
-600
-22% -$44.9K 0.05% 240
2022
Q4 		$169K Hold
2,689
– – 0.06% 209
2022
Q3 		$148K Buy
2,689
+28
+1% +$1.98K 0.06% 208
2022
Q2 		$170K Sell
2,661
-70
-3% -$6.4K 0.06% 193
2022
Q1 		$370K Buy
2,731
+70
+3% +$8.47K 0.13% 98
2021
Q4 		$430K Hold
2,661
– – 0.15% 80
2021
Q3 		$638K Sell
2,661
-32
-1% -$8.22K 0.25% 52
2021
Q2 		$657K Hold
2,693
– – 0.34% 34
2021
Q1 		$611K Hold
2,693
– – 0.35% 34
2020
Q4 		$586K Hold
2,693
– – 0.37% 35
2020
Q3 		$438K Hold
2,693
– – 0.32% 38
2020
Q2 		$283K Buy
2,693
+1,488
+123% +$114K 0.23% 53
2020
Q1 		$64K Buy
+1,205
New +$82.4K 0.06% 219

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

Matthew Hamilton Rosenberg's XYZ Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Block Inc (XYZ) position steady in Q2 2026 at 152 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #610.

Matthew Hamilton Rosenberg first reported a position in XYZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $657K in Q2 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Matthew Hamilton Rosenberg held 152 shares of Block Inc worth $11.6K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #610 holding.
  • Matthew Hamilton Rosenberg first reported a position in Block Inc in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Block Inc position peaked at $657K in Q2 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.