Activest Wealth Management
XYZ icon

Activest Wealth Management’s Block Inc XYZ Stock Holding History

Activest 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 		$11.5K Hold
157
– – ﹤0.01% 552
2026
Q2 		$11.9K Buy
+157
New +$11K ﹤0.01% 547
2025
Q4 		– Sell
-115
Closed -$8.31K – 1334
2025
Q3 		$8.31K Buy
115
+20
+21% +$1.5K ﹤0.01% 549
2025
Q2 		$6.45K Sell
95
-5
-5% -$291 ﹤0.01% 512
2025
Q1 		$5.43K Buy
100
+3
+3% +$224 ﹤0.01% 492
2024
Q4 		$8.24K Buy
97
+2
+2% +$164 ﹤0.01% 338
2024
Q3 		$6.38K Hold
95
– – ﹤0.01% 349
2024
Q2 		$6.13K Sell
95
-70
-42% -$4.9K ﹤0.01% 332
2024
Q1 		$14K Buy
165
+43
+35% +$3.11K 0.01% 197
2023
Q4 		$9.44K Buy
122
+80
+190% +$4.52K 0.01% 198
2023
Q3 		$1.86K Buy
+42
New +$2.6K ﹤0.01% 276
2023
Q2 		– Sell
-42
Closed -$2.88K – 439
2023
Q1 		$2.88K Buy
+42
New +$3.14K ﹤0.01% 237
2022
Q3 		– Sell
-42
Closed -$3K – 627
2022
Q2 		$3K Hold
42
– – ﹤0.01% 316
2022
Q1 		$6K Hold
42
– – ﹤0.01% 252
2021
Q4 		$7K Buy
+42
New +$9.1K ﹤0.01% 240
2021
Q3 		– Sell
-19
Closed -$5K – 416
2021
Q2 		$5K Hold
19
– – ﹤0.01% 267
2021
Q1 		$4K Buy
+19
New +$4.44K ﹤0.01% 259

Other funds holding XYZ

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Activest Wealth Management held its Block Inc (XYZ) position steady in Q3 2026 at 157 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Activest Wealth Management first reported a position in XYZ in Q1 2021 and has held it in 17 quarters since. The position peaked at $14K in Q1 2024. 624 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Activest Wealth Management held 157 shares of Block Inc worth $11.5K as of Q3 2026.
  • Activest Wealth Management left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #552 holding.
  • Activest Wealth Management first reported a position in Block Inc in Q1 2021 and has held it in 17 quarters since.
  • Activest Wealth Management's Block Inc position peaked at $14K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.