NL
XYZ

Navalign LLC’s Block Inc XYZ Stock Holding History

Navalign LLC’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
-745
Closed -$48.5K – 501
2025
Q4 		$48.5K Buy
+745
New +$51.4K 0.01% 196
2021
Q4 		– Sell
-1,089
Closed -$261K – 125
2021
Q3 		$261K Sell
1,089
-30
-3% -$7.71K 0.11% 113
2021
Q2 		$273K Hold
1,119
– – 0.12% 112
2021
Q1 		$254K Buy
+1,119
New +$262K 0.11% 116

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Navalign LLC's XYZ Position: Q1 2026 in Review

Navalign LLC sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 745 shares — an estimated $48.5K sold.

Navalign LLC first reported a position in XYZ in Q1 2021 and held it in 4 quarters. The position peaked at $273K in Q2 2021. 989 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Navalign LLC reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 745 Block Inc shares in Q1 2026, an estimated $48.5K.
  • Navalign LLC first reported a position in Block Inc in Q1 2021 and held it in 4 quarters.
  • Navalign LLC's Block Inc position peaked at $273K in Q2 2021.
  • 989 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.