SHIM
XYZ

Stone House Investment Management’s Block Inc XYZ Stock Holding History

Stone House Investment 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 		$241 Hold
4
– – ﹤0.01% 927
2025
Q4 		$260 Sell
4
-41
-91% -$2.83K ﹤0.01% 776
2025
Q3 		$3.25K Buy
+45
New +$3.37K ﹤0.01% 425
2024
Q3 		– Sell
-59
Closed -$3.78K – 421
2024
Q2 		$3.78K Sell
59
-250
-81% -$17.5K ﹤0.01% 287
2024
Q1 		$26.1K Buy
+309
New +$22.4K 0.01% 174

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

Stone House Investment Management's XYZ Position: Q1 2026 in Review

Stone House Investment Management held its Block Inc (XYZ) position steady in Q1 2026 at 4 shares worth $241. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Stone House Investment Management first reported a position in XYZ in Q1 2024 and has held it in 5 quarters since. The position peaked at $26.1K in Q1 2024. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Stone House Investment Management held 4 shares of Block Inc worth $241 as of Q1 2026.
  • Stone House Investment Management left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #927 holding.
  • Stone House Investment Management first reported a position in Block Inc in Q1 2024 and has held it in 5 quarters since.
  • Stone House Investment Management's Block Inc position peaked at $26.1K in Q1 2024.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.