Mawer Investment Management’s Block Inc XYZ Stock Holding History

Mawer Investment Management’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	$13.1M	Sell	172,805 -5,252	-3%	-$369K	0.09%	103
2026 Q1	$10.7M	Buy	178,057 +131,014	+278%	+$7.97M	0.07%	97
2025 Q4	$3.06M	Buy	+47,043	New	+$3.25M	0.02%	115
2021 Q4	–	Sell	-247,134	Closed	-$59.3M	–	124
2021 Q3	$59.3M	Buy	247,134 +400	+0.2%	+$103K	0.28%	61
2021 Q2	$60.2M	Buy	246,734 +13,499	+6%	+$3.13M	0.3%	57
2021 Q1	$53M	Buy	233,235 +11,913	+5%	+$2.79M	0.29%	61
2020 Q4	$48.2M	Buy	221,322 +7,790	+4%	+$1.52M	0.28%	61
2020 Q3	$34.7M	Buy	213,532 +51,711	+32%	+$7.3M	0.23%	70
2020 Q2	$17M	Buy	+161,821	New	+$12.4M	0.13%	75

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Mawer Investment Management's XYZ Position: Q2 2026 in Review

Mawer Investment Management reduced its Block Inc (XYZ) stake by 2.9% in Q2 2026, selling an estimated $369K and leaving 172,805 shares worth $13.1M. The position accounts for 0.09% of the portfolio, ranked #103.

Mawer Investment Management first reported a position in XYZ in Q2 2020 and has held it in 9 quarters since. The position peaked at $60.2M in Q2 2021. 1,086 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Mawer Investment Management held 172,805 shares of Block Inc worth $13.1M as of Q2 2026.
Mawer Investment Management sold 5,252 Block Inc shares in Q2 2026, an estimated $369K.
Block Inc made up 0.09% of Mawer Investment Management's portfolio in Q2 2026, its #103 holding.
Mawer Investment Management first reported a position in Block Inc in Q2 2020 and has held it in 9 quarters since.
Mawer Investment Management's Block Inc position peaked at $60.2M in Q2 2021.
1,086 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.