TI
XYZ

Tidal Investments’s Block Inc XYZ Stock Holding History

Tidal Investments’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 		$88.3M Sell
1,466,900
-114,500
-7% -$6.96M 0.19% 119
2025
Q4 		$103M Sell
1,581,400
-347,300
-18% -$24M 0.24% 88
2025
Q3 		$139M Buy
1,928,700
+1,907,074
+8,818% +$143M 0.28% 59
2025
Q2 		$24.2M Sell
21,626
-514
-2% -$29.9K 0.15% 187
2025
Q1 		$68K Buy
22,140
+1,930
+10% +$144K ﹤0.01% 1748
2024
Q4 		$2.86M Buy
20,210
+8,790
+77% +$721K 0.02% 566
2024
Q3 		$4.48M Buy
11,420
+5,500
+93% +$355K 0.05% 345
2024
Q2 		$411K Buy
5,920
+1,825
+45% +$128K 0.01% 1396
2024
Q1 		$4.22M Buy
4,095
+615
+18% +$44.5K 0.07% 288
2023
Q4 		$1.48M Buy
+3,480
New +$197K 0.03% 472

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

Tidal Investments's XYZ Position: Q1 2026 in Review

Tidal Investments reduced its Block Inc (XYZ) stake by 19% in Q1 2026, selling an estimated $7.2M and leaving 492,809 shares worth $29.7M. The position accounts for 0.06% of the portfolio, ranked #270.

Tidal Investments first reported a position in XYZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $57.9M in Q2 2021. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Tidal Investments held 492,809 shares of Block Inc worth $29.7M as of Q1 2026.
  • Tidal Investments sold 118,413 Block Inc shares in Q1 2026, an estimated $7.2M.
  • Block Inc made up 0.06% of Tidal Investments's portfolio in Q1 2026, its #270 holding.
  • Tidal Investments first reported a position in Block Inc in Q4 2018 and has held it in 30 quarters since.
  • Tidal Investments's Block Inc position peaked at $57.9M in Q2 2021.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.