AWA
XYZ

Acumen Wealth Advisors’s Block Inc XYZ Stock Holding History

Acumen Wealth Advisors’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 		$884K Buy
+11,635
New +$818K 0.19% 77
2026
Q1 		– Sell
-2
Closed -$131 – 590
2025
Q4 		$131 Buy
+2
New +$138 ﹤0.01% 513

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

Acumen Wealth Advisors's XYZ Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in Block Inc (XYZ) in Q2 2026: 11,635 shares worth $884K. The stake represents 0.19% of the portfolio and ranks #77 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in XYZ as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in XYZ in Q4 2025 and has held it in 2 quarters since. 1,075 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Acumen Wealth Advisors held 11,635 shares of Block Inc worth $884K as of Q2 2026.
  • Block Inc was a new Acumen Wealth Advisors position in Q2 2026.
  • Block Inc made up 0.19% of Acumen Wealth Advisors's portfolio in Q2 2026, its #77 holding.
  • Acumen Wealth Advisors first reported a position in Block Inc in Q4 2025 and has held it in 2 quarters since.
  • 1,075 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.