ONGA
XYZ

O'Neil Global Advisors’s Block Inc XYZ Stock Holding History

O'Neil Global 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
Q2 		$4.92M Buy
+64,789
New +$4.55M 1.1% 22
2024
Q2 		– Sell
-6,782
Closed -$574K – 69
2024
Q1 		$574K Buy
+6,782
New +$491K 0.71% 19
2021
Q4 		– Sell
-6,800
Closed -$1.63M – 105
2021
Q3 		$1.63M Sell
6,800
-14,400
-68% -$3.7M 1.25% 13
2021
Q2 		$5.17M Buy
21,200
+16,345
+337% +$3.79M 1.62% 16
2021
Q1 		$1.1M Buy
+4,855
New +$1.14M 1.06% 21

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

O'Neil Global Advisors's XYZ Position: Q2 2026 in Review

O'Neil Global Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 64,789 shares worth $4.92M. The stake represents 1.1% of the portfolio and ranks #22 among its holdings. This is a return to the name: O'Neil Global Advisors previously reported a position in XYZ as recently as Q1 2024.

O'Neil Global Advisors first reported a position in XYZ in Q1 2021 and has held it in 5 quarters since. The position peaked at $5.17M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • O'Neil Global Advisors held 64,789 shares of Block Inc worth $4.92M as of Q2 2026.
  • Block Inc was a new O'Neil Global Advisors position in Q2 2026.
  • Block Inc made up 1.1% of O'Neil Global Advisors's portfolio in Q2 2026, its #22 holding.
  • O'Neil Global Advisors first reported a position in Block Inc in Q1 2021 and has held it in 5 quarters since.
  • O'Neil Global Advisors's Block Inc position peaked at $5.17M in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on O'Neil Global Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.