SA
XYZ

Sicart Associates’s Block Inc XYZ Stock Holding History

Sicart Associates’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 		$8M Buy
105,206
+214
+0.2% +$15K 1.96% 20
2026
Q1 		$6.32M Buy
104,992
+6,018
+6% +$366K 1.62% 23
2025
Q4 		$6.44M Sell
98,974
-9,963
-9% -$687K 1.71% 22
2025
Q3 		$7.87M Buy
108,937
+166
+0.2% +$12.4K 2.13% 18
2025
Q2 		$7.39M Sell
108,771
-2,625
-2% -$153K 2.59% 13
2025
Q1 		$6.05M Buy
111,396
+108,166
+3,349% +$8.07M 2.09% 18
2024
Q4 		$275K Hold
3,230
– – 0.1% 60
2024
Q3 		$217K Hold
3,230
– – 0.08% 66
2024
Q2 		$208K Sell
3,230
-700
-18% -$49K 0.08% 67
2024
Q1 		$332K Hold
3,930
– – 0.12% 61
2023
Q4 		$304K Buy
+3,930
New +$222K 0.12% 59
2023
Q3 		– Sell
-3,930
Closed -$262K – 70
2023
Q2 		$262K Hold
3,930
– – 0.1% 58
2023
Q1 		$270K Buy
+3,930
New +$294K 0.1% 58
2021
Q4 		– Sell
-1,060
Closed -$254K – 115
2021
Q3 		$254K Sell
1,060
-700
-40% -$180K 0.07% 88
2021
Q2 		$429K Hold
1,760
– – 0.1% 77
2021
Q1 		$400K Hold
1,760
– – 0.11% 74
2020
Q4 		$383K Hold
1,760
– – 0.09% 77
2020
Q3 		$286K Buy
+1,760
New +$249K 0.09% 85
2018
Q4 		– Sell
-3,240
Closed -$321K – 88
2018
Q3 		$321K Hold
3,240
– – 0.15% 73
2018
Q2 		$200K Sell
3,240
-2,760
-46% -$152K 0.1% 87
2018
Q1 		$295K Sell
6,000
-500
-8% -$22.9K 0.18% 77
2017
Q4 		$225K Buy
+6,500
New +$238K 0.12% 98

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

Sicart Associates's XYZ Position: Q2 2026 in Review

Sicart Associates increased its Block Inc (XYZ) stake by 0.2% in Q2 2026, buying an estimated $15K and bringing the position to 105,206 shares worth $8M. The position accounts for 1.96% of the portfolio, ranked #20.

Sicart Associates first reported a position in XYZ in Q4 2017 and has held it in 22 quarters since. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Sicart Associates held 105,206 shares of Block Inc worth $8M as of Q2 2026.
  • Sicart Associates bought 214 Block Inc shares in Q2 2026, an estimated $15K.
  • Block Inc made up 1.96% of Sicart Associates's portfolio in Q2 2026, its #20 holding.
  • Sicart Associates first reported a position in Block Inc in Q4 2017 and has held it in 22 quarters since.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Sicart Associates's 13F filing for Q2 2026, filed 11 Aug 2026.