SI
XYZ

Sora Investors’s Block Inc XYZ Stock Holding History

Sora Investors’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 		$6.88M Buy
+114,286
New +$6.95M 0.63% 50
2025
Q4 		– Sell
-142,848
Closed -$10.3M – 110
2025
Q3 		$10.3M Sell
142,848
-117,153
-45% -$8.77M 0.95% 42
2025
Q2 		$17.7M Buy
+260,001
New +$15.1M 1.59% 25
2025
Q1 		– Sell
-135,713
Closed -$11.5M – 89
2024
Q4 		$11.5M Buy
+135,713
New +$11.1M 1.28% 35
2024
Q3 		– Sell
-125,000
Closed -$8.06M – 78
2024
Q2 		$8.06M Buy
125,000
+15,000
+14% +$1.05M 1.49% 27
2024
Q1 		$9.3M Buy
110,000
+13,000
+13% +$940K 1.53% 30
2023
Q4 		$7.5M Sell
97,000
-55,000
-36% -$3.11M 1.26% 31
2023
Q3 		$6.73M Buy
152,000
+22,000
+17% +$1.36M 1.51% 32
2023
Q2 		$8.65M Buy
130,000
+20,000
+18% +$1.25M 3.81% 9
2023
Q1 		$7.55M Buy
110,000
+63,000
+134% +$4.72M 2.08% 24
2022
Q4 		$2.95M Buy
+47,000
New +$2.9M 1.02% 29

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 $5.7T 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 $431B AUM 30.22% 1-Year Est. Return