VAS
XYZ

Vestmark Advisory Solutions’s Block Inc XYZ Stock Holding History

Vestmark Advisory Solutions’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 		$4.57M Buy
60,101
+8,658
+17% +$609K 0.04% 407
2026
Q1 		$3.1M Sell
51,443
-367
-0.7% -$22.3K 0.03% 475
2025
Q4 		$3.37M Buy
51,810
+13,735
+36% +$947K 0.05% 410
2025
Q3 		$2.75M Sell
38,075
-37,793
-50% -$2.83M 0.05% 349
2025
Q2 		$5.15M Buy
75,868
+32,309
+74% +$1.88M 0.07% 193
2025
Q1 		$2.37M Sell
43,559
-95,240
-69% -$7.11M 0.06% 306
2024
Q4 		$11.8M Buy
138,799
+12,894
+10% +$1.06M 0.41% 51
2024
Q3 		$8.45M Sell
125,905
-51,946
-29% -$3.36M 0.31% 63
2024
Q2 		$11.5M Sell
177,851
-100,572
-36% -$7.04M 0.48% 39
2024
Q1 		$23.5M Buy
278,423
+50,946
+22% +$3.68M 1.01% 14
2023
Q4 		$17.6M Buy
+227,477
New +$12.9M 0.89% 21
2022
Q3 		– Sell
-12,045
Closed -$740K – 888
2022
Q2 		$740K Buy
12,045
+426
+4% +$38.9K 0.04% 446
2022
Q1 		$1.58M Buy
11,619
+2,077
+22% +$251K 0.09% 282
2021
Q4 		$1.54M Buy
9,542
+1,287
+16% +$279K 0.09% 286
2021
Q3 		$1.98M Buy
8,255
+782
+10% +$201K 0.13% 198
2021
Q2 		$1.82M Sell
7,473
-616
-8% -$143K 0.13% 206
2021
Q1 		$1.84M Buy
+8,089
New +$1.89M 0.16% 174

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Vestmark Advisory Solutions's XYZ Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Block Inc (XYZ) stake by 17% in Q2 2026, buying an estimated $609K and bringing the position to 60,101 shares worth $4.57M. The position accounts for 0.04% of the portfolio, ranked #407.

Vestmark Advisory Solutions first reported a position in XYZ in Q1 2021 and has held it in 17 quarters since. The position peaked at $23.5M in Q1 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Vestmark Advisory Solutions held 60,101 shares of Block Inc worth $4.57M as of Q2 2026.
  • Vestmark Advisory Solutions bought 8,658 Block Inc shares in Q2 2026, an estimated $609K.
  • Block Inc made up 0.04% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #407 holding.
  • Vestmark Advisory Solutions first reported a position in Block Inc in Q1 2021 and has held it in 17 quarters since.
  • Vestmark Advisory Solutions's Block Inc position peaked at $23.5M in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.