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
Q2 		– Sell
-24,505
Closed -$1.47M – 807
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

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

Shelton Capital Management's XYZ Position: Q2 2026 in Review

Shelton Capital Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 24,505 shares — an estimated $1.47M sold.

Shelton Capital Management first reported a position in XYZ in Q1 2020 and held it in 22 quarters. The position peaked at $7.13M in Q1 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Shelton Capital Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Shelton Capital Management sold 24,505 Block Inc shares in Q2 2026, an estimated $1.47M.
  • Shelton Capital Management first reported a position in Block Inc in Q1 2020 and held it in 22 quarters.
  • Shelton Capital Management's Block Inc position peaked at $7.13M in Q1 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.