SCM
XYZ

Shelton Capital Management’s Block Inc XYZ Stock Holding History

Shelton 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
2026
Q1 		$1.47M Hold
24,505
– – 0.03% 243
2025
Q4 		$1.6M Hold
24,505
– – 0.03% 241
2025
Q3 		$1.77M Buy
24,505
+1,505
+7% +$113K 0.04% 227
2025
Q2 		$1.56M Hold
23,000
– – 0.04% 241
2025
Q1 		$1.25M Hold
23,000
– – 0.03% 258
2024
Q4 		$1.95M Hold
23,000
– – 0.05% 231
2024
Q3 		$1.54M Hold
23,000
– – 0.04% 251
2024
Q2 		$1.48M Hold
23,000
– – 0.04% 257
2024
Q1 		$1.95M Sell
23,000
-100
-0.4% -$7.23K 0.06% 249
2023
Q4 		$1.79M Buy
+23,100
New +$1.31M 0.06% 247
2023
Q1 		– Sell
-15,800
Closed -$993K – 768
2022
Q4 		$993K Sell
15,800
-1,100
-7% -$67.9K 0.1% 209
2022
Q3 		$929K Sell
16,900
-2,200
-12% -$156K 0.04% 245
2022
Q2 		$1.17M Sell
19,100
-600
-3% -$54.8K 0.05% 246
2022
Q1 		$2.67M Hold
19,700
– – 0.1% 205
2021
Q4 		$3.18M Buy
19,700
+1,900
+11% +$412K 0.11% 190
2021
Q3 		$4.27M Buy
17,800
+2,100
+13% +$539K 0.17% 142
2021
Q2 		$3.83M Sell
15,700
-15,700
-50% -$3.64M 0.14% 158
2021
Q1 		$7.13M Buy
31,400
+19,800
+171% +$4.63M 0.25% 89
2020
Q4 		$2.52M Buy
11,600
+3,100
+36% +$605K 0.11% 177
2020
Q3 		$1.38M Buy
8,500
+300
+4% +$42.4K 0.06% 309
2020
Q2 		$861K Sell
8,200
-500
-6% -$38.3K 0.05% 260
2020
Q1 		$456K Buy
+8,700
New +$595K 0.03% 307

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

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

Shelton Capital Management held its Block Inc (XYZ) position steady in Q1 2026 at 24,505 shares worth $1.47M. The position accounts for 0.03% of the portfolio, ranked #243.

Shelton Capital Management first reported a position in XYZ in Q1 2020 and has held it in 22 quarters since. The position peaked at $7.13M in Q1 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Shelton Capital Management held 24,505 shares of Block Inc worth $1.47M as of Q1 2026.
  • Shelton Capital Management left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up 0.03% of Shelton Capital Management's portfolio in Q1 2026, its #243 holding.
  • Shelton Capital Management first reported a position in Block Inc in Q1 2020 and has held it in 22 quarters since.
  • Shelton Capital Management's Block Inc position peaked at $7.13M in Q1 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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