Morse Asset Management’s Block Inc XYZ Stock Holding History

Morse Asset 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	$64.6K	Buy	+850	New	+$59.8K	0.01%	227
2022 Q1	–	Sell	-8,420	Closed	-$1.36M	–	189
2021 Q4	$1.36M	Sell	8,420 -9,854	-54%	-$2.14M	0.3%	75
2021 Q3	$4.38M	Buy	18,274 +7,882	+76%	+$2.02M	1.04%	23
2021 Q2	$2.53M	Sell	10,392 -298	-3%	-$69.1K	0.61%	46
2021 Q1	$2.43M	Buy	10,690 +540	+5%	+$126K	0.62%	45
2020 Q4	$2.21M	Buy	10,150 +7,150	+238%	+$1.39M	0.61%	45
2020 Q3	$488K	Buy	+3,000	New	+$424K	0.16%	90
2019 Q3	–	Sell	-5,865	Closed	-$425K	–	143
2019 Q2	$425K	Buy	5,865 +700	+14%	+$48.9K	0.13%	103
2019 Q1	$387K	Buy	+5,165	New	+$374K	0.12%	103

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

Morse Asset Management's XYZ Position: Q2 2026 in Review

Morse Asset Management opened a new position in Block Inc (XYZ) in Q2 2026: 850 shares worth $64.6K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Morse Asset Management previously reported a position in XYZ as recently as Q4 2021.

Morse Asset Management first reported a position in XYZ in Q1 2019 and has held it in 9 quarters since. The position peaked at $4.38M in Q3 2021. 1,079 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Morse Asset Management held 850 shares of Block Inc worth $64.6K as of Q2 2026.
Block Inc was a new Morse Asset Management position in Q2 2026.
Block Inc made up 0.01% of Morse Asset Management's portfolio in Q2 2026, its #227 holding.
Morse Asset Management first reported a position in Block Inc in Q1 2019 and has held it in 9 quarters since.
Morse Asset Management's Block Inc position peaked at $4.38M in Q3 2021.
1,079 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.