MCM
XYZ

MV Capital Management’s Block Inc XYZ Stock Holding History

MV Capital 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 		$5.93K Buy
78
+18
+30% +$1.26K ﹤0.01% 612
2026
Q1 		$3.61K Sell
60
-116
-66% -$7.05K ﹤0.01% 669
2025
Q4 		$11.5K Buy
176
+4
+2% +$276 ﹤0.01% 510
2025
Q3 		$12.4K Buy
172
+22
+15% +$1.65K ﹤0.01% 488
2025
Q2 		$10.2K Buy
150
+126
+525% +$7.33K ﹤0.01% 525
2025
Q1 		$1.3K Sell
24
-175
-88% -$13.1K ﹤0.01% 733
2024
Q4 		$16.9K Buy
199
+43
+28% +$3.53K ﹤0.01% 451
2024
Q3 		$10.5K Buy
156
+110
+239% +$7.11K ﹤0.01% 523
2024
Q2 		$2.97K Sell
46
-29
-39% -$2.03K ﹤0.01% 638
2024
Q1 		$6.34K Buy
75
+42
+127% +$3.04K ﹤0.01% 580
2023
Q4 		$2.55K Buy
33
+11
+50% +$622 ﹤0.01% 634
2023
Q3 		$974 Hold
22
– – ﹤0.01% 652
2023
Q2 		$1.47K Sell
22
-35
-61% -$2.19K ﹤0.01% 651
2023
Q1 		$3.91K Buy
+57
New +$4.27K ﹤0.01% 610
2021
Q4 		– Sell
-50
Closed -$12K – 735
2021
Q3 		$12K Hold
50
– – ﹤0.01% 398
2021
Q2 		$12K Buy
+50
New +$11.6K ﹤0.01% 342

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

MV Capital Management's XYZ Position: Q2 2026 in Review

MV Capital Management increased its Block Inc (XYZ) stake by 30% in Q2 2026, buying an estimated $1.26K and bringing the position to 78 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

MV Capital Management first reported a position in XYZ in Q2 2021 and has held it in 16 quarters since. The position peaked at $16.9K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • MV Capital Management held 78 shares of Block Inc worth $5.93K as of Q2 2026.
  • MV Capital Management bought 18 Block Inc shares in Q2 2026, an estimated $1.26K.
  • Block Inc made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #612 holding.
  • MV Capital Management first reported a position in Block Inc in Q2 2021 and has held it in 16 quarters since.
  • MV Capital Management's Block Inc position peaked at $16.9K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.