OPCM
XYZ

Osborne Partners Capital Management’s Block Inc XYZ Stock Holding History

Osborne Partners 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 		$16.3M Sell
214,915
-24,914
-10% -$1.75M 0.91% 31
2026
Q1 		$14.4M Buy
239,829
+9,683
+4% +$589K 0.76% 39
2025
Q4 		$15M Buy
230,146
+22,868
+11% +$1.58M 0.77% 40
2025
Q3 		$15M Sell
207,278
-985
-0.5% -$73.7K 0.76% 46
2025
Q2 		$14.1M Buy
208,263
+6,453
+3% +$375K 0.75% 45
2025
Q1 		$11M Buy
201,810
+103,770
+106% +$7.75M 0.63% 58
2024
Q4 		$8.33M Buy
98,040
+320
+0.3% +$26.3K 0.48% 77
2024
Q3 		$6.56M Buy
+97,720
New +$6.31M 0.37% 91

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

Osborne Partners Capital Management's XYZ Position: Q2 2026 in Review

Osborne Partners Capital Management reduced its Block Inc (XYZ) stake by 10% in Q2 2026, selling an estimated $1.75M and leaving 214,915 shares worth $16.3M. The position accounts for 0.91% of the portfolio, ranked #31.

Osborne Partners Capital Management first reported a position in XYZ in Q3 2024 and has held it in 8 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Osborne Partners Capital Management held 214,915 shares of Block Inc worth $16.3M as of Q2 2026.
  • Osborne Partners Capital Management sold 24,914 Block Inc shares in Q2 2026, an estimated $1.75M.
  • Block Inc made up 0.91% of Osborne Partners Capital Management's portfolio in Q2 2026, its #31 holding.
  • Osborne Partners Capital Management first reported a position in Block Inc in Q3 2024 and has held it in 8 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.