MA
XYZ

Mutual Advisors’s Block Inc XYZ Stock Holding History

Mutual 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
Q1 		– Sell
-4,229
Closed -$275K – 1406
2025
Q4 		$275K Sell
4,229
-607
-13% -$41.9K 0.01% 1116
2025
Q3 		$380K Buy
4,836
+1,310
+37% +$98.1K 0.01% 977
2025
Q2 		$285K Sell
3,526
-44
-1% -$2.56K 0.01% 988
2025
Q1 		$207K Sell
3,570
-1,470
-29% -$110K 0.01% 1022
2024
Q4 		$435K Buy
5,040
+498
+11% +$40.9K 0.01% 752
2024
Q3 		$330K Sell
4,542
-39
-0.9% -$2.52K 0.01% 850
2024
Q2 		$278K Sell
4,581
-2,039
-31% -$143K 0.01% 917
2024
Q1 		$560K Sell
6,620
-544
-8% -$39.3K 0.02% 660
2023
Q4 		$554K Sell
7,164
-217
-3% -$12.3K 0.02% 627
2023
Q3 		$327K Buy
7,381
+1,109
+18% +$68.7K 0.01% 751
2023
Q2 		$418K Sell
6,272
-434
-6% -$27.1K 0.02% 698
2023
Q1 		$460K Sell
6,706
-305
-4% -$22.8K 0.02% 650
2022
Q4 		$441K Sell
7,011
-385
-5% -$23.8K 0.02% 628
2022
Q3 		$407K Sell
7,396
-2,610
-26% -$185K 0.02% 625
2022
Q2 		$615K Buy
10,006
+309
+3% +$28.2K 0.04% 472
2022
Q1 		$1.31M Buy
9,697
+224
+2% +$27.1K 0.07% 297
2021
Q4 		$1.53M Buy
9,473
+805
+9% +$174K 0.08% 277
2021
Q3 		$2.08M Sell
8,668
-81
-0.9% -$20.8K 0.12% 206
2021
Q2 		$2.13M Buy
8,749
+3,293
+60% +$764K 0.13% 207
2021
Q1 		$1.24M Sell
5,456
-95
-2% -$22.2K 0.08% 285
2020
Q4 		$1.21M Buy
5,551
+581
+12% +$113K 0.09% 262
2020
Q3 		$808K Buy
4,970
+198
+4% +$28K 0.07% 297
2020
Q2 		$501K Buy
4,772
+373
+8% +$28.6K 0.05% 382
2020
Q1 		$230K Buy
4,399
+955
+28% +$65.3K 0.03% 463
2019
Q4 		$215K Buy
+3,444
New +$220K 0.02% 548

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mutual Advisors's XYZ Position: Q1 2026 in Review

Mutual Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,229 shares — an estimated $275K sold.

Mutual Advisors first reported a position in XYZ in Q4 2019 and held it in 25 quarters. The position peaked at $2.13M in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Mutual Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Mutual Advisors sold 4,229 Block Inc shares in Q1 2026, an estimated $275K.
  • Mutual Advisors first reported a position in Block Inc in Q4 2019 and held it in 25 quarters.
  • Mutual Advisors's Block Inc position peaked at $2.13M in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.