AWM
XYZ

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
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

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

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

Activest Wealth Management opened a new position in Block Inc (XYZ) in Q2 2026: 157 shares worth $11.9K. The stake represents ﹤0.01% of the portfolio and ranks #547 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in XYZ as recently as Q3 2025.

Activest Wealth Management first reported a position in XYZ in Q1 2021 and has held it in 16 quarters since. The position peaked at $14K in Q1 2024. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Activest Wealth Management held 157 shares of Block Inc worth $11.9K as of Q2 2026.
  • Block Inc was a new Activest Wealth Management position in Q2 2026.
  • Block Inc made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Activest Wealth Management first reported a position in Block Inc in Q1 2021 and has held it in 16 quarters since.
  • Activest Wealth Management's Block Inc position peaked at $14K in Q1 2024.
  • 1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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