Prelude Capital Management’s Block Inc XYZ Stock Holding History

Prelude 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
2022 Q2	–	Sell	-6,100	Closed	-$827K	–	2113
2022 Q1	$827K	Buy	6,100 +1,300	+27%	+$157K	0.02%	661
2021 Q4	$775K	Buy	4,800 +900	+23%	+$195K	0.02%	748
2021 Q3	$935K	Hold	3,900	–	–	0.02%	602
2021 Q2	$951K	Sell	3,900 -6,100	-61%	-$1.41M	0.03%	634
2021 Q1	$2.27M	Sell	10,000 -29,300	-75%	-$6.85M	0.06%	301
2020 Q4	$8.55M	Buy	+39,300	New	+$7.67M	0.22%	57
2020 Q3	–	Sell	-34,200	Closed	-$3.59M	–	2456
2020 Q2	$3.59M	Buy	34,200 +5,400	+19%	+$413K	0.2%	74
2020 Q1	$1.51M	Sell	28,800 -46,200	-62%	-$3.16M	0.1%	141
2019 Q4	$4.69M	Buy	75,000 +43,500	+138%	+$2.78M	0.18%	74
2019 Q3	$1.95M	Sell	31,500 -13,500	-30%	-$917K	0.09%	189
2019 Q2	$3.26M	Sell	45,000 -60,000	-57%	-$4.19M	0.16%	102
2019 Q1	$7.87M	Buy	105,000 +54,700	+109%	+$3.96M	0.44%	31
2018 Q4	$2.82M	Buy	+50,300	New	+$3.55M	0.19%	109

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prelude Capital Management's XYZ Position: Q1 2026 in Review

Prelude Capital Management opened a new position in Block Inc (XYZ) in Q1 2026: 6,558 shares worth $395K. The stake represents 0.03% of the portfolio and ranks #608 among its holdings. This is a return to the name: Prelude Capital Management previously reported a position in XYZ as recently as Q4 2024.

Prelude Capital Management first reported a position in XYZ in Q1 2017 and has held it in 23 quarters since. The position peaked at $3.73M in Q4 2020. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Prelude Capital Management held 6,558 shares of Block Inc worth $395K as of Q1 2026.
Block Inc was a new Prelude Capital Management position in Q1 2026.
Block Inc made up 0.03% of Prelude Capital Management's portfolio in Q1 2026, its #608 holding.
Prelude Capital Management first reported a position in Block Inc in Q1 2017 and has held it in 23 quarters since.
Prelude Capital Management's Block Inc position peaked at $3.73M in Q4 2020.
987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Prelude Capital Management's 13F filing for Q1 2026, filed 15 May 2026.