TC
XYZ

Truvestments Capital’s Block Inc XYZ Stock Holding History

Truvestments Capital’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 		$77.5K Sell
1,287
-512
-28% -$31.1K 0.01% 432
2025
Q4 		$117K Sell
1,799
-108
-6% -$7.45K 0.02% 316
2025
Q3 		$138K Sell
1,907
-464
-20% -$34.7K 0.02% 308
2025
Q2 		$161K Buy
2,371
+860
+57% +$50K 0.03% 254
2025
Q1 		$82.1K Sell
1,511
-150
-9% -$11.2K 0.02% 324
2024
Q4 		$141K Sell
1,661
-51
-3% -$4.18K 0.04% 252
2024
Q3 		$115K Buy
+1,712
New +$111K 0.03% 262
2024
Q2 		– Sell
-1,587
Closed -$134K – 714
2024
Q1 		$134K Sell
1,587
-85
-5% -$6.15K 0.05% 269
2023
Q4 		$129K Sell
1,672
-58
-3% -$3.28K 0.06% 241
2023
Q3 		$76.6K Hold
1,730
– – 0.04% 253
2023
Q2 		$115K Sell
1,730
-59
-3% -$3.69K 0.06% 229
2023
Q1 		$123K Sell
1,789
-547
-23% -$40.9K 0.07% 228
2022
Q4 		$147K Sell
2,336
-1,013
-30% -$62.5K 0.08% 191
2022
Q3 		$184K Sell
3,349
-70
-2% -$4.96K 0.12% 152
2022
Q2 		$210K Sell
3,419
-184
-5% -$16.8K 0.12% 152
2022
Q1 		$489K Sell
3,603
-260
-7% -$31.5K 0.27% 88
2021
Q4 		$624K Buy
3,863
+365
+10% +$79.1K 0.31% 80
2021
Q3 		$839K Buy
3,498
+23
+0.7% +$5.91K 0.46% 59
2021
Q2 		$847K Sell
3,475
-162
-4% -$37.6K 0.46% 57
2021
Q1 		$826K Buy
3,637
+313
+9% +$73.2K 0.47% 62
2020
Q4 		$723K Buy
3,324
+221
+7% +$43.1K 0.5% 63
2020
Q3 		$504K Buy
3,103
+713
+30% +$101K 0.46% 67
2020
Q2 		$250K Buy
2,390
+1,189
+99% +$91K 0.25% 81
2020
Q1 		$62K Buy
+1,201
New +$82.1K 0.08% 158
2019
Q4 		– Sell
-1,290
Closed -$80K – 626
2019
Q3 		$80K Buy
1,290
+1,055
+449% +$71.7K 0.05% 197
2019
Q2 		$17K Hold
235
– – 0.01% 457
2019
Q1 		$18K Buy
+235
New +$17K 0.01% 424
2018
Q3 		$81K Buy
+817
New +$63K 0.04% 291

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

Truvestments Capital's XYZ Position: Q1 2026 in Review

Truvestments Capital reduced its Block Inc (XYZ) stake by 28% in Q1 2026, selling an estimated $31.1K and leaving 1,287 shares worth $77.5K. The position accounts for 0.01% of the portfolio, ranked #432.

Truvestments Capital first reported a position in XYZ in Q3 2018 and has held it in 28 quarters since. The position peaked at $847K in Q2 2021. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Truvestments Capital held 1,287 shares of Block Inc worth $77.5K as of Q1 2026.
  • Truvestments Capital sold 512 Block Inc shares in Q1 2026, an estimated $31.1K.
  • Block Inc made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #432 holding.
  • Truvestments Capital first reported a position in Block Inc in Q3 2018 and has held it in 28 quarters since.
  • Truvestments Capital's Block Inc position peaked at $847K in Q2 2021.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.