AWM
XYZ

Abound Wealth Management’s Block Inc XYZ Stock Holding History

Abound Wealth 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
-45
Closed -$2.71K – 1595
2026
Q1 		$2.71K Hold
45
– – ﹤0.01% 858
2025
Q4 		$2.93K Sell
45
-1
-2% -$69 ﹤0.01% 786
2025
Q3 		$3.31K Buy
46
+31
+207% +$2.32K ﹤0.01% 729
2025
Q2 		$1K Buy
15
+10
+200% +$582 ﹤0.01% 800
2025
Q1 		$284 Sell
5
-2
-29% -$149 ﹤0.01% 883
2024
Q4 		$616 Sell
7
-421
-98% -$34.5K ﹤0.01% 775
2024
Q3 		$28.7K Buy
428
+403
+1,612% +$26K 0.01% 237
2024
Q2 		$1.63K Hold
25
– – ﹤0.01% 661
2024
Q1 		$2.13K Sell
25
-14
-36% -$1.01K ﹤0.01% 673
2023
Q4 		$3.02K Sell
39
-140
-78% -$7.92K ﹤0.01% 603
2023
Q3 		$7.92K Hold
179
– – ﹤0.01% 374
2023
Q2 		$11.9K Hold
179
– – 0.01% 312
2023
Q1 		$12.3K Sell
179
-66
-27% -$4.94K 0.01% 263
2022
Q4 		$15.4K Sell
245
-23
-9% -$1.42K 0.01% 214
2022
Q3 		$14.7K Buy
+268
New +$19K 0.01% 230

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

Abound Wealth Management's XYZ Position: Q2 2026 in Review

Abound Wealth Management sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 45 shares — an estimated $2.71K sold.

Abound Wealth Management first reported a position in XYZ in Q3 2022 and held it in 15 quarters. The position peaked at $28.7K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Abound Wealth Management reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 45 Block Inc shares in Q2 2026, an estimated $2.71K.
  • Abound Wealth Management first reported a position in Block Inc in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's Block Inc position peaked at $28.7K in Q3 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.