Wellington Management Group
XYZ

Wellington Management Group’s Block Inc XYZ Stock Holding History

Wellington Management Group’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
2025
Q4 		– Sell
-14,799
Closed -$6.77M – 2115
2025
Q3 		$6.77M Buy
+14,799
New +$1.11M ﹤0.01% 1361
2025
Q1 		– Sell
-5,697
Closed -$1.71M – 2072
2024
Q4 		$1.71M Buy
+5,697
New +$467K ﹤0.01% 1608
2024
Q3 		– Sell
-7,270
Closed -$2.67M – 2047
2024
Q2 		$2.67M Buy
+7,270
New +$509K ﹤0.01% 1457
2018
Q1 		– Sell
-3,048
Closed -$427K – 2342
2017
Q4 		$427K Buy
+3,048
New +$112K ﹤0.01% 2074

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

Wellington Management Group's XYZ Position: Q2 2026 in Review

Wellington Management Group increased its Block Inc (XYZ) stake by 19% in Q2 2026, buying an estimated $51.6M and bringing the position to 4,666,205 shares worth $355M. The position accounts for 0.06% of the portfolio, ranked #279.

Wellington Management Group first reported a position in XYZ in Q3 2016 and has held it in 40 quarters since. The position peaked at $1.35B in Q4 2020. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Wellington Management Group held 4,666,205 shares of Block Inc worth $355M as of Q2 2026.
  • Wellington Management Group bought 733,951 Block Inc shares in Q2 2026, an estimated $51.6M.
  • Block Inc made up 0.06% of Wellington Management Group's portfolio in Q2 2026, its #279 holding.
  • Wellington Management Group first reported a position in Block Inc in Q3 2016 and has held it in 40 quarters since.
  • Wellington Management Group's Block Inc position peaked at $1.35B in Q4 2020.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.