Accurate Wealth Management
XYZ icon

Accurate Wealth Management’s Block Inc XYZ Stock Holding History

Accurate 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
Q3 		$2.47M Sell
32,092
-2,172
-6% -$173K 0.21% 99
2026
Q2 		$2.65M Sell
34,264
-5,661
-14% -$398K 0.25% 93
2026
Q1 		$2.48M Sell
39,925
-9,802
-20% -$596K 0.3% 76
2025
Q4 		$3.46M Sell
49,727
-5,318
-10% -$367K 0.44% 46
2025
Q3 		$4.19M Sell
55,045
-2,674
-5% -$200K 0.56% 28
2025
Q2 		$3.97M Buy
57,719
+9,160
+19% +$533K 0.61% 30
2025
Q1 		$2.62M Buy
48,559
+20,290
+72% +$1.51M 0.5% 51
2024
Q4 		$2.33M Buy
28,269
+7,338
+35% +$602K 0.45% 63
2024
Q3 		$1.5M Buy
20,931
+6,237
+42% +$403K 0.3% 86
2024
Q2 		$1.06M Buy
14,694
+5,123
+54% +$358K 0.25% 89
2024
Q1 		$674K Buy
9,571
+4,947
+107% +$358K 0.2% 115
2023
Q4 		$314K Buy
+4,624
New +$261K 0.1% 194
2023
Q1 		– Sell
-590
Closed -$41.3K – 1527
2022
Q4 		$41.3K Buy
+590
New +$36.4K 0.02% 497
2022
Q1 		– Sell
-1,073
Closed -$228K – 198
2021
Q4 		$228K Sell
1,073
-7
-0.6% -$1.52K 0.19% 128
2021
Q3 		$260K Buy
1,080
+18
+2% +$4.62K 0.23% 113
2021
Q2 		$259K Buy
+1,062
New +$246K 0.23% 110

Other funds holding XYZ

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Accurate Wealth Management's XYZ Position: Q3 2026 in Review

Accurate Wealth Management reduced its Block Inc (XYZ) stake by 6.3% in Q3 2026, selling an estimated $173K and leaving 32,092 shares worth $2.47M. The position accounts for 0.21% of the portfolio, ranked #99.

Accurate Wealth Management first reported a position in XYZ in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.19M in Q3 2025. 888 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Accurate Wealth Management held 32,092 shares of Block Inc worth $2.47M as of Q3 2026.
  • Accurate Wealth Management sold 2,172 Block Inc shares in Q3 2026, an estimated $173K.
  • Block Inc made up 0.21% of Accurate Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Accurate Wealth Management first reported a position in Block Inc in Q2 2021 and has held it in 16 quarters since.
  • Accurate Wealth Management's Block Inc position peaked at $4.19M in Q3 2025.
  • 888 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.