Addison Advisors’s Block Inc XYZ Stock Holding History

Addison 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	–	Sell	-246	Closed	-$14.8K	–	1031
2026 Q1	$14.8K	Hold	246	–	–	﹤0.01%	592
2025 Q4	$16K	Hold	246	–	–	﹤0.01%	568
2025 Q3	$17.8K	Hold	246	–	–	﹤0.01%	561
2025 Q2	$16.7K	Hold	246	–	–	﹤0.01%	562
2025 Q1	$13.4K	Hold	246	–	–	﹤0.01%	538
2024 Q4	$20.9K	Hold	246	–	–	0.01%	498
2024 Q3	$16.5K	Sell	246 -251	-51%	-$16.2K	﹤0.01%	532
2024 Q2	$32.1K	Sell	497 -8	-2%	-$560	0.01%	425
2024 Q1	$42.7K	Hold	505	–	–	0.01%	385
2023 Q4	$39.1K	Hold	505	–	–	0.02%	387
2023 Q3	$22.4K	Hold	505	–	–	0.01%	411
2023 Q2	$33.6K	Hold	505	–	–	0.02%	363
2023 Q1	$34.7K	Hold	505	–	–	0.02%	339
2022 Q4	$31.7K	Hold	505	–	–	0.02%	328
2022 Q3	$28K	Buy	505 +66	+15%	+$4.67K	0.02%	321
2022 Q2	$27K	Hold	439	–	–	0.02%	333
2022 Q1	$60K	Buy	439 +274	+166%	+$33.2K	0.03%	262
2021 Q4	$27K	Buy	+165	New	+$35.8K	0.02%	312

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Addison Advisors's XYZ Position: Q2 2026 in Review

Addison Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 246 shares — an estimated $14.8K sold.

Addison Advisors first reported a position in XYZ in Q4 2021 and held it in 18 quarters. The position peaked at $60K in Q1 2022. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Addison Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 246 Block Inc shares in Q2 2026, an estimated $14.8K.
Addison Advisors first reported a position in Block Inc in Q4 2021 and held it in 18 quarters.
Addison Advisors's Block Inc position peaked at $60K in Q1 2022.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.