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Montag & Associates’s Block Inc XYZ Stock Holding History

Montag & Associates’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 		$34K Buy
448
+250
+126% +$17.6K ﹤0.01% 641
2026
Q1 		$11.9K Sell
198
-80
-29% -$4.86K ﹤0.01% 733
2025
Q4 		$18.1K Buy
278
+55
+25% +$3.79K ﹤0.01% 709
2025
Q3 		$16.1K Buy
223
+16
+8% +$1.2K ﹤0.01% 712
2025
Q2 		$14.1K Buy
207
+60
+41% +$3.49K ﹤0.01% 709
2025
Q1 		$7.99K Hold
147
– – ﹤0.01% 809
2024
Q4 		$12.5K Hold
147
– – ﹤0.01% 760
2024
Q3 		$9.87K Buy
147
+110
+297% +$7.11K ﹤0.01% 809
2024
Q2 		$2.39K Hold
37
– – ﹤0.01% 863
2024
Q1 		$3.13K Sell
37
-312
-89% -$22.6K ﹤0.01% 846
2023
Q4 		$27K Buy
349
+312
+843% +$17.6K ﹤0.01% 664
2023
Q3 		$1.64K Hold
37
– – ﹤0.01% 854
2023
Q2 		$2.46K Hold
37
– – ﹤0.01% 857
2023
Q1 		$2.54K Buy
37
+4
+12% +$299 ﹤0.01% 857
2022
Q4 		$2.07K Buy
33
+27
+450% +$1.67K ﹤0.01% 866
2022
Q3 		$0 Hold
6
– – ﹤0.01% 906
2022
Q2 		$0 Hold
6
– – ﹤0.01% 864
2022
Q1 		$1K Sell
6
-249
-98% -$30.1K ﹤0.01% 839
2021
Q4 		$41K Sell
255
-737
-74% -$160K ﹤0.01% 592
2021
Q3 		$238K Buy
992
+54
+6% +$13.9K 0.01% 364
2021
Q2 		$229K Buy
938
+100
+12% +$23.2K 0.01% 372
2021
Q1 		$190K Buy
838
+586
+233% +$137K 0.01% 392
2020
Q4 		$55K Buy
+252
New +$49.2K ﹤0.01% 526

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 $3.38T AUM 44.17% 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

Montag & Associates's XYZ Position: Q2 2026 in Review

Montag & Associates increased its Block Inc (XYZ) stake by 126% in Q2 2026, buying an estimated $17.6K and bringing the position to 448 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Montag & Associates first reported a position in XYZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $238K in Q3 2021. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Montag & Associates held 448 shares of Block Inc worth $34K as of Q2 2026.
  • Montag & Associates bought 250 Block Inc shares in Q2 2026, an estimated $17.6K.
  • Block Inc made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #641 holding.
  • Montag & Associates first reported a position in Block Inc in Q4 2020 and has held it in 23 quarters since.
  • Montag & Associates's Block Inc position peaked at $238K in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.