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

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

Wellington Management Group's XYZ Position: Q1 2026 in Review

Wellington Management Group reduced its Block Inc (XYZ) stake by 30% in Q1 2026, selling an estimated $102M and leaving 3,932,254 shares worth $237M. The position accounts for 0.04% of the portfolio, ranked #345.

Wellington Management Group first reported a position in XYZ in Q3 2016 and has held it in 39 quarters since. The position peaked at $1.35B in Q4 2020. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Wellington Management Group held 3,932,254 shares of Block Inc worth $237M as of Q1 2026.
  • Wellington Management Group sold 1,676,715 Block Inc shares in Q1 2026, an estimated $102M.
  • Block Inc made up 0.04% of Wellington Management Group's portfolio in Q1 2026, its #345 holding.
  • Wellington Management Group first reported a position in Block Inc in Q3 2016 and has held it in 39 quarters since.
  • Wellington Management Group's Block Inc position peaked at $1.35B in Q4 2020.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.