TAM
XYZ

Tucker Asset Management’s Block Inc XYZ Stock Holding History

Tucker Asset 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 		– Sell
-116
Closed -$7.55K – 1081
2025
Q4 		$7.55K Buy
+116
New +$8K ﹤0.01% 630
2025
Q1 		– Sell
-116
Closed -$9.86K – 982
2024
Q4 		$9.86K Hold
116
– – ﹤0.01% 766
2024
Q3 		$7.79K Hold
116
– – ﹤0.01% 782
2024
Q2 		$7.48K Sell
116
-26
-18% -$1.82K ﹤0.01% 931
2024
Q1 		$12K Hold
142
– – ﹤0.01% 797
2023
Q4 		$11K Hold
142
– – ﹤0.01% 663
2023
Q3 		$6.29K Hold
142
– – ﹤0.01% 777
2023
Q2 		$9.45K Hold
142
– – ﹤0.01% 542
2023
Q1 		$9.75K Buy
142
+23
+19% +$1.72K ﹤0.01% 554
2022
Q4 		$7.49K Buy
119
+23
+24% +$1.42K ﹤0.01% 389
2022
Q3 		$5.77K Buy
96
+3
+3% +$212 ﹤0.01% 405
2022
Q2 		$5.72K Hold
93
– – ﹤0.01% 315
2022
Q1 		$12.6K Buy
+93
New +$11.3K ﹤0.01% 204
2021
Q2 		– Sell
-250
Closed -$56.8K – 376
2021
Q1 		$56.8K Sell
250
-2,142
-90% -$501K 0.03% 67
2020
Q4 		$521K Buy
+2,392
New +$467K 0.31% 10

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Tucker Asset Management's XYZ Position: Q1 2026 in Review

Tucker Asset Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 116 shares — an estimated $7.55K sold.

Tucker Asset Management first reported a position in XYZ in Q4 2020 and held it in 15 quarters. The position peaked at $521K in Q4 2020. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Tucker Asset Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Tucker Asset Management sold 116 Block Inc shares in Q1 2026, an estimated $7.55K.
  • Tucker Asset Management first reported a position in Block Inc in Q4 2020 and held it in 15 quarters.
  • Tucker Asset Management's Block Inc position peaked at $521K in Q4 2020.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.