1WA
XYZ

180 Wealth Advisors’s Block Inc XYZ Stock Holding History

180 Wealth 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
Q2 		$588K Sell
7,739
-818
-10% -$57.5K 0.06% 262
2026
Q1 		$515K Buy
8,557
+15
+0.2% +$912 0.06% 278
2025
Q4 		$556K Buy
8,542
+341
+4% +$23.5K 0.06% 255
2025
Q3 		$593K Buy
8,201
+361
+5% +$27K 0.07% 238
2025
Q2 		$533K Buy
7,840
+3,753
+92% +$218K 0.07% 235
2025
Q1 		$222K Buy
4,087
+1,061
+35% +$79.2K 0.04% 360
2024
Q4 		$257K Buy
+3,026
New +$248K 0.04% 343

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

180 Wealth Advisors's XYZ Position: Q2 2026 in Review

180 Wealth Advisors reduced its Block Inc (XYZ) stake by 9.6% in Q2 2026, selling an estimated $57.5K and leaving 7,739 shares worth $588K. The position accounts for 0.06% of the portfolio, ranked #262.

180 Wealth Advisors first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $593K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • 180 Wealth Advisors held 7,739 shares of Block Inc worth $588K as of Q2 2026.
  • 180 Wealth Advisors sold 818 Block Inc shares in Q2 2026, an estimated $57.5K.
  • Block Inc made up 0.06% of 180 Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • 180 Wealth Advisors first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • 180 Wealth Advisors's Block Inc position peaked at $593K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.