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 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

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

MV Capital Management's XYZ Position: Q1 2026 in Review

MV Capital Management reduced its Block Inc (XYZ) stake by 66% in Q1 2026, selling an estimated $7.05K and leaving 60 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

MV Capital Management first reported a position in XYZ in Q2 2021 and has held it in 15 quarters since. The position peaked at $16.9K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

MV Capital Management held 60 shares of Block Inc worth $3.61K as of Q1 2026.
MV Capital Management sold 116 Block Inc shares in Q1 2026, an estimated $7.05K.
Block Inc made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #669 holding.
MV Capital Management first reported a position in Block Inc in Q2 2021 and has held it in 15 quarters since.
MV Capital Management's Block Inc position peaked at $16.9K in Q4 2024.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.