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Plato Investment Management’s Block Inc XYZ Stock Holding History

Plato Investment 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 		$588K Sell
7,782
-53
-0.7% -$3.73K 0.03% 344
2026
Q1 		$472K Buy
7,835
+4,733
+153% +$288K 0.03% 350
2025
Q4 		$203K Hold
3,102
– – 0.01% 395
2025
Q3 		$222K Sell
3,102
-2,687
-46% -$201K 0.02% 389
2025
Q2 		$392K Sell
5,789
-11,461
-66% -$667K 0.03% 362
2025
Q1 		$947K Buy
17,250
+1,461
+9% +$109K 0.08% 252
2024
Q4 		$1.35M Sell
15,789
-2,727
-15% -$224K 0.1% 211
2024
Q3 		$1.24M Buy
18,516
+2,985
+19% +$193K 0.1% 216
2024
Q2 		$1M Buy
15,531
+984
+7% +$68.8K 0.09% 209
2024
Q1 		$1.23M Buy
14,547
+12,432
+588% +$899K 0.13% 180
2023
Q4 		$164K Buy
+2,115
New +$120K 0.2% 118

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 $3.38T AUM 44.17% 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

Plato Investment Management's XYZ Position: Q2 2026 in Review

Plato Investment Management reduced its Block Inc (XYZ) stake by 0.68% in Q2 2026, selling an estimated $3.73K and leaving 7,782 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #344.

Plato Investment Management first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.35M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Plato Investment Management held 7,782 shares of Block Inc worth $588K as of Q2 2026.
  • Plato Investment Management sold 53 Block Inc shares in Q2 2026, an estimated $3.73K.
  • Block Inc made up 0.03% of Plato Investment Management's portfolio in Q2 2026, its #344 holding.
  • Plato Investment Management first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Block Inc position peaked at $1.35M in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.