Whetstone Capital Advisors’s Block Inc XYZ Stock Holding History

Whetstone Capital 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 Q1	$7.45M	Buy	123,825 +8,471	+7%	+$515K	2.58%	9
2025 Q4	$7.51M	Buy	+115,354	New	+$7.96M	2.34%	12
2022 Q1	–	Sell	-41,964	Closed	-$6.78M	–	27
2021 Q4	$6.78M	Buy	41,964 +32,095	+325%	+$6.95M	1.39%	20
2021 Q3	$2.37M	Hold	9,869	–	–	0.41%	28
2021 Q2	$2.41M	Hold	9,869	–	–	0.45%	24
2021 Q1	$2.24M	Sell	9,869 -273	-3%	-$63.9K	0.47%	28
2020 Q4	$2.21M	Sell	10,142 -132	-1%	-$25.7K	0.46%	24
2020 Q3	$1.67M	Hold	10,274	–	–	0.31%	29
2020 Q2	$1.08M	Sell	10,274 -235,358	-96%	-$18M	0.23%	31
2020 Q1	$12.9M	Sell	245,632 -7,249	-3%	-$496K	4.43%	9
2019 Q4	$15.8M	Sell	252,881 -119	-0%	-$7.6K	4.85%	8
2019 Q3	$15.7M	Buy	253,000 +70,700	+39%	+$4.8M	4.21%	12
2019 Q2	$13.2M	Buy	+182,300	New	+$12.7M	4.08%	10

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Whetstone Capital Advisors's XYZ Position: Q1 2026 in Review

Whetstone Capital Advisors increased its Block Inc (XYZ) stake by 7.3% in Q1 2026, buying an estimated $515K and bringing the position to 123,825 shares worth $7.45M. The position accounts for 2.58% of the portfolio, ranked #9.

Whetstone Capital Advisors first reported a position in XYZ in Q2 2019 and has held it in 13 quarters since. The position peaked at $15.8M in Q4 2019. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Whetstone Capital Advisors held 123,825 shares of Block Inc worth $7.45M as of Q1 2026.
Whetstone Capital Advisors bought 8,471 Block Inc shares in Q1 2026, an estimated $515K.
Block Inc made up 2.58% of Whetstone Capital Advisors's portfolio in Q1 2026, its #9 holding.
Whetstone Capital Advisors first reported a position in Block Inc in Q2 2019 and has held it in 13 quarters since.
Whetstone Capital Advisors's Block Inc position peaked at $15.8M in Q4 2019.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Whetstone Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.