AWM
XYZ

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
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

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Accurate Wealth Management reduced its Block Inc (XYZ) stake by 14% in Q2 2026, selling an estimated $398K and leaving 34,264 shares worth $2.65M. The position accounts for 0.25% of the portfolio, ranked #93.

Accurate Wealth Management first reported a position in XYZ in Q2 2021 and has held it in 15 quarters since. The position peaked at $4.19M in Q3 2025. 315 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Accurate Wealth Management held 34,264 shares of Block Inc worth $2.65M as of Q2 2026.
  • Accurate Wealth Management sold 5,661 Block Inc shares in Q2 2026, an estimated $398K.
  • Block Inc made up 0.25% of Accurate Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Accurate Wealth Management first reported a position in Block Inc in Q2 2021 and has held it in 15 quarters since.
  • Accurate Wealth Management's Block Inc position peaked at $4.19M in Q3 2025.
  • 315 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.