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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

OV Management's XYZ Position: Q1 2026 in Review

OV Management reduced its Block Inc (XYZ) stake by 85% in Q1 2026, selling an estimated $381K and leaving 1,088 shares worth $65.5K. The position accounts for 0.13% of the portfolio, ranked #50.

OV Management first reported a position in XYZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $972K in Q1 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • OV Management held 1,088 shares of Block Inc worth $65.5K as of Q1 2026.
  • OV Management sold 6,263 Block Inc shares in Q1 2026, an estimated $381K.
  • Block Inc made up 0.13% of OV Management's portfolio in Q1 2026, its #50 holding.
  • OV Management first reported a position in Block Inc in Q1 2025 and has held it in 5 quarters since.
  • OV Management's Block Inc position peaked at $972K in Q1 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on OV Management's 13F filing for Q1 2026, filed 14 Apr 2026.