AWA
XYZ

Aaron Wealth Advisors’s Block Inc XYZ Stock Holding History

Aaron 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 		$1.23M Buy
16,150
+1,408
+10% +$99K 0.06% 202
2026
Q1 		$887K Buy
14,742
+7,662
+108% +$466K 0.05% 248
2025
Q4 		$461K Sell
7,080
-597
-8% -$41.2K 0.03% 458
2025
Q3 		$555K Buy
7,677
+2,072
+37% +$155K 0.03% 383
2025
Q2 		$381K Buy
5,605
+389
+7% +$22.6K 0.04% 304
2025
Q1 		$283K Sell
5,216
-481
-8% -$35.9K 0.03% 337
2024
Q4 		$484K Buy
5,697
+253
+5% +$20.8K 0.06% 211
2024
Q3 		$365K Buy
5,444
+490
+10% +$31.7K 0.04% 256
2024
Q2 		$319K Buy
4,954
+123
+3% +$8.61K 0.04% 224
2024
Q1 		$409K Buy
4,831
+157
+3% +$11.4K 0.06% 176
2023
Q4 		$362K Buy
+4,674
New +$264K 0.06% 166
2023
Q3 		– Sell
-4,239
Closed -$282K – 278
2023
Q2 		$282K Sell
4,239
-900
-18% -$56.2K 0.04% 211
2023
Q1 		$353K Sell
5,139
-180
-3% -$13.5K 0.05% 187
2022
Q4 		$334K Sell
5,319
-15,913
-75% -$982K 0.05% 184
2022
Q3 		$1.17M Buy
21,232
+16,290
+330% +$1.15M 0.22% 70
2022
Q2 		$303K Buy
4,942
+523
+12% +$47.8K 0.08% 149
2022
Q1 		$599K Sell
4,419
-272
-6% -$32.9K 0.14% 93
2021
Q4 		$757K Buy
4,691
+10
+0.2% +$2.17K 0.21% 71
2021
Q3 		$1.12M Sell
4,681
-10
-0.2% -$2.57K 0.32% 43
2021
Q2 		$1.14M Buy
4,691
+57
+1% +$13.2K 0.38% 44
2021
Q1 		$1.05M Buy
4,634
+21
+0.5% +$4.91K 0.39% 46
2020
Q4 		$1M Buy
+4,613
New +$900K 0.37% 46

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

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

Aaron Wealth Advisors increased its Block Inc (XYZ) stake by 9.6% in Q2 2026, buying an estimated $99K and bringing the position to 16,150 shares worth $1.23M. The position accounts for 0.06% of the portfolio, ranked #202.

Aaron Wealth Advisors first reported a position in XYZ in Q4 2020 and has held it in 22 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Aaron Wealth Advisors held 16,150 shares of Block Inc worth $1.23M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,408 Block Inc shares in Q2 2026, an estimated $99K.
  • Block Inc made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #202 holding.
  • Aaron Wealth Advisors first reported a position in Block Inc in Q4 2020 and has held it in 22 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.