MHR
XYZ icon

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
Q3 		$2.21K Sell
30
-122
-80% -$9.71K ﹤0.01% 751
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

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's XYZ Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Block Inc (XYZ) stake by 80% in Q3 2026, selling an estimated $9.71K and leaving 30 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

Matthew Hamilton Rosenberg first reported a position in XYZ in Q1 2020 and has held it in 27 quarters since. The position peaked at $657K in Q2 2021. 32 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Matthew Hamilton Rosenberg held 30 shares of Block Inc worth $2.21K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 122 Block Inc shares in Q3 2026, an estimated $9.71K.
  • Block Inc made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #751 holding.
  • Matthew Hamilton Rosenberg first reported a position in Block Inc in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Block Inc position peaked at $657K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.