MDA
XYZ

Minot DeBlois Advisors’s Block Inc XYZ Stock Holding History

Minot DeBlois Advisors’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 		$13.1K Buy
+172
New +$12.1K 0.01% 140
2025
Q4 		– Sell
-25
Closed -$1.81K – 250
2025
Q3 		$1.81K Hold
25
– – ﹤0.01% 224
2025
Q2 		$1.7K Hold
25
– – ﹤0.01% 240
2025
Q1 		$1.36K Hold
25
– – ﹤0.01% 242
2024
Q4 		$2.13K Buy
+25
New +$2.05K ﹤0.01% 287

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

Minot DeBlois Advisors's XYZ Position: Q2 2026 in Review

Minot DeBlois Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 172 shares worth $13.1K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings. This is a return to the name: Minot DeBlois Advisors previously reported a position in XYZ as recently as Q3 2025.

Minot DeBlois Advisors first reported a position in XYZ in Q4 2024 and has held it in 5 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Minot DeBlois Advisors held 172 shares of Block Inc worth $13.1K as of Q2 2026.
  • Block Inc was a new Minot DeBlois Advisors position in Q2 2026.
  • Block Inc made up 0.01% of Minot DeBlois Advisors's portfolio in Q2 2026, its #140 holding.
  • Minot DeBlois Advisors first reported a position in Block Inc in Q4 2024 and has held it in 5 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.