McMillan Office’s Block Inc XYZ Stock Holding History

McMillan Office’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	$1.04M	Hold	13,654	–	–	0.12%	79
2026 Q1	$822K	Sell	13,654 -360	-3%	-$21.9K	0.11%	90
2025 Q4	$912K	Buy	+14,014	New	+$967K	0.11%	86

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 $3.37T AUM 44.26% 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

McMillan Office's XYZ Position: Q2 2026 in Review

McMillan Office held its Block Inc (XYZ) position steady in Q2 2026 at 13,654 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #79.

McMillan Office first reported a position in XYZ in Q4 2025 and has held it in 3 quarters since. 1,075 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

McMillan Office held 13,654 shares of Block Inc worth $1.04M as of Q2 2026.
McMillan Office left its Block Inc share count unchanged in Q2 2026.
Block Inc made up 0.12% of McMillan Office's portfolio in Q2 2026, its #79 holding.
McMillan Office first reported a position in Block Inc in Q4 2025 and has held it in 3 quarters since.
1,075 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on McMillan Office's 13F filing for Q2 2026, filed 13 Aug 2026.