SMH
XYZ

Sanders Morris Harris’s Block Inc XYZ Stock Holding History

Sanders Morris Harris’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 		– Sell
-4,870
Closed -$293K – 296
2026
Q1 		$293K Buy
+4,870
New +$296K 0.05% 234
2025
Q4 		– Sell
-4,870
Closed -$352K – 309
2025
Q3 		$352K Buy
+4,870
New +$365K 0.05% 209
2025
Q2 		– Sell
-4,870
Closed -$269K – 310
2025
Q1 		$269K Hold
4,870
– – 0.04% 222
2024
Q4 		$416K Hold
4,870
– – 0.06% 179
2024
Q3 		$327K Hold
4,870
– – 0.05% 203
2024
Q2 		$314K Hold
4,870
– – 0.05% 208
2024
Q1 		$412K Buy
4,870
+500
+11% +$36.2K 0.08% 177
2023
Q4 		$302K Sell
4,370
-750
-15% -$42.4K 0.15% 145
2023
Q3 		$223K Hold
5,120
– – 0.05% 222
2023
Q2 		$339K Buy
+5,120
New +$320K 0.08% 182
2023
Q1 		– Sell
-4,370
Closed -$275K – 250
2022
Q4 		$275K Sell
4,370
-500
-10% -$30.9K 0.1% 161
2022
Q3 		$272K Buy
4,870
+287
+6% +$20.3K 0.07% 213
2022
Q2 		$292K Hold
4,583
– – 0.06% 215
2022
Q1 		$622K Sell
4,583
-200
-4% -$24.2K 0.12% 128
2021
Q4 		$780K Hold
4,783
– – 0.13% 116
2021
Q3 		$1.19M Hold
4,783
– – 0.22% 81
2021
Q2 		$1.18M Sell
4,783
-380
-7% -$88.1K 0.23% 85
2021
Q1 		$1.26M Sell
5,163
-237
-4% -$55.4K 0.27% 70
2020
Q4 		$1.24M Buy
5,400
+400
+8% +$78K 0.28% 67
2020
Q3 		$947K Buy
5,000
+3,000
+150% +$424K 0.26% 78
2020
Q2 		$232K Buy
+2,000
New +$153K 0.11% 102

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

Sanders Morris Harris's XYZ Position: Q2 2026 in Review

Sanders Morris Harris sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4,870 shares — an estimated $293K sold.

Sanders Morris Harris first reported a position in XYZ in Q2 2020 and held it in 21 quarters. The position peaked at $1.26M in Q1 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Sanders Morris Harris reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 4,870 Block Inc shares in Q2 2026, an estimated $293K.
  • Sanders Morris Harris first reported a position in Block Inc in Q2 2020 and held it in 21 quarters.
  • Sanders Morris Harris's Block Inc position peaked at $1.26M in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.