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
2021 Q3	–	Sell	-200	Closed	-$18K	–	126
2021 Q2	$18K	Buy	+200	New	+$46.4K	0.01%	121

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 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

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.