Moors & Cabot’s Block Inc XYZ Stock Holding History

Moors & Cabot’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
2024 Q2	–	Sell	-100	Closed	-$1.69K	–	953
2024 Q1	$1.69K	Sell	100 -400	-80%	-$28.9K	﹤0.01%	905
2023 Q4	$3.05K	Buy	+500	New	+$28.3K	﹤0.01%	834
2023 Q1	–	Sell	-900	Closed	-$3.19K	–	934
2022 Q4	$3.19K	Buy	+900	New	+$55.5K	﹤0.01%	842
2022 Q2	–	Sell	-1,900	Closed	-$33K	–	928
2022 Q1	$33K	Buy	+1,900	New	+$230K	﹤0.01%	843
2021 Q3	–	Sell	-4,100	Closed	-$69K	–	928
2021 Q2	$69K	Buy	4,100 +800	+24%	+$186K	﹤0.01%	782
2021 Q1	$42K	Buy	+3,300	New	+$772K	﹤0.01%	746
2020 Q4	–	Sell	-4,400	Closed	-$70K	–	786
2020 Q3	$70K	Buy	+4,400	New	+$621K	0.01%	665
2019 Q4	–	Sell	-250,000	Closed	-$155K	–	715
2019 Q3	$155K	Buy	250,000 +247,500	+9,900%	+$16.8M	0.02%	567
2019 Q2	$4K	Buy	2,500 +1,500	+150%	+$105K	﹤0.01%	549
2019 Q1	$2K	Buy	+1,000	New	+$72.5K	﹤0.01%	526
2016 Q4	–	Sell	-3,000	Closed	-$2K	–	594
2016 Q3	$2K	Buy	+3,000	New	+$32.8K	﹤0.01%	548

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moors & Cabot's XYZ Position: Q1 2026 in Review

Moors & Cabot held its Block Inc (XYZ) position steady in Q1 2026 at 3,473 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #847.

Moors & Cabot first reported a position in XYZ in Q3 2016 and has held it in 34 quarters since. The position peaked at $3.07M in Q3 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Moors & Cabot held 3,473 shares of Block Inc worth $209K as of Q1 2026.
Moors & Cabot left its Block Inc share count unchanged in Q1 2026.
Block Inc made up 0.01% of Moors & Cabot's portfolio in Q1 2026, its #847 holding.
Moors & Cabot first reported a position in Block Inc in Q3 2016 and has held it in 34 quarters since.
Moors & Cabot's Block Inc position peaked at $3.07M in Q3 2021.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.