OM
XYZ

OV Management’s Block Inc XYZ Stock Holding History

OV 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 		$82.1K Sell
1,080
-8
-0.7% -$562 0.15% 26
2026
Q1 		$65.5K Sell
1,088
-6,263
-85% -$381K 0.13% 50
2025
Q4 		$478K Sell
7,351
-114
-2% -$7.86K 0.41% 46
2025
Q3 		$539K Buy
7,465
+73
+1% +$5.46K 0.46% 48
2025
Q2 		$502K Sell
7,392
-10,495
-59% -$611K 0.42% 50
2025
Q1 		$972K Buy
+17,887
New +$1.34M 0.45% 52

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

OV Management's XYZ Position: Q2 2026 in Review

OV Management reduced its Block Inc (XYZ) stake by 0.74% in Q2 2026, selling an estimated $562 and leaving 1,080 shares worth $82.1K. The position accounts for 0.15% of the portfolio, ranked #26.

OV Management first reported a position in XYZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $972K in Q1 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • OV Management held 1,080 shares of Block Inc worth $82.1K as of Q2 2026.
  • OV Management sold 8 Block Inc shares in Q2 2026, an estimated $562.
  • Block Inc made up 0.15% of OV Management's portfolio in Q2 2026, its #26 holding.
  • OV Management first reported a position in Block Inc in Q1 2025 and has held it in 6 quarters since.
  • OV Management's Block Inc position peaked at $972K in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on OV Management's 13F filing for Q2 2026, filed 10 Aug 2026.