UIA
XYZ

Ulland Investment Advisors’s Block Inc XYZ Stock Holding History

Ulland Investment Advisors’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
Q2 		$957K Buy
12,593
+2,660
+27% +$187K 0.71% 31
2026
Q1 		$598K Buy
9,933
+3,305
+50% +$201K 0.51% 38
2025
Q4 		$431K Buy
6,628
+1,835
+38% +$127K 0.35% 43
2025
Q3 		$346K Buy
4,793
+2,285
+91% +$171K 0.26% 48
2025
Q2 		$170K Sell
2,508
-242
-9% -$14.1K 0.13% 69
2025
Q1 		$149K Buy
2,750
+615
+29% +$45.9K 0.12% 71
2024
Q4 		$181K Buy
2,135
+1,025
+92% +$84.1K 0.12% 60
2024
Q3 		$75K Buy
+1,110
New +$71.7K 0.05% 99

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ulland Investment Advisors's XYZ Position: Q2 2026 in Review

Ulland Investment Advisors increased its Block Inc (XYZ) stake by 27% in Q2 2026, buying an estimated $187K and bringing the position to 12,593 shares worth $957K. The position accounts for 0.71% of the portfolio, ranked #31.

Ulland Investment Advisors first reported a position in XYZ in Q3 2024 and has held it in 8 quarters since. 129 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Ulland Investment Advisors held 12,593 shares of Block Inc worth $957K as of Q2 2026.
  • Ulland Investment Advisors bought 2,660 Block Inc shares in Q2 2026, an estimated $187K.
  • Block Inc made up 0.71% of Ulland Investment Advisors's portfolio in Q2 2026, its #31 holding.
  • Ulland Investment Advisors first reported a position in Block Inc in Q3 2024 and has held it in 8 quarters since.
  • 129 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.