WCM
XYZ

Westend Capital Management’s Block Inc XYZ Stock Holding History

Westend Capital 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
Q2 		– Sell
-9
Closed -$542 – 309
2026
Q1 		$542 Buy
+9
New +$547 ﹤0.01% 239
2016
Q3 		$1.14M Buy
97,750
+11,035
+13% +$121K 1.59% 32
2016
Q2 		$785K Sell
86,715
-1,960
-2% -$22.2K 1.14% 37
2016
Q1 		$1.35M Buy
+88,675
New +$960K 1.85% 23

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

Westend Capital Management's XYZ Position: Q2 2026 in Review

Westend Capital Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 9 shares — an estimated $542 sold.

Westend Capital Management first reported a position in XYZ in Q1 2016 and held it in 4 quarters. The position peaked at $1.35M in Q1 2016. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Westend Capital Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Westend Capital Management sold 9 Block Inc shares in Q2 2026, an estimated $542.
  • Westend Capital Management first reported a position in Block Inc in Q1 2016 and held it in 4 quarters.
  • Westend Capital Management's Block Inc position peaked at $1.35M in Q1 2016.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Westend Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.