AWM
XYZ

Ameliora Wealth Management’s Block Inc XYZ Stock Holding History

Ameliora 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 		$61.6K Sell
810
-163
-17% -$11.5K 0.02% 142
2026
Q1 		$58.6K Hold
973
– – 0.02% 141
2025
Q4 		$63.3K Sell
973
-180
-16% -$12.4K 0.02% 143
2025
Q3 		$83.3K Hold
1,153
– – 0.03% 134
2025
Q2 		$78.3K Sell
1,153
-272
-19% -$15.8K 0.03% 139
2025
Q1 		$77.4K Sell
1,425
-100
-7% -$7.46K 0.03% 146
2024
Q4 		$130K Buy
1,525
+1,425
+1,425% +$117K 0.05% 122
2024
Q3 		$6.71K Buy
+100
New +$6.46K ﹤0.01% 146

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

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

Ameliora Wealth Management reduced its Block Inc (XYZ) stake by 17% in Q2 2026, selling an estimated $11.5K and leaving 810 shares worth $61.6K. The position accounts for 0.02% of the portfolio, ranked #142.

Ameliora Wealth Management first reported a position in XYZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $130K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Ameliora Wealth Management held 810 shares of Block Inc worth $61.6K as of Q2 2026.
  • Ameliora Wealth Management sold 163 Block Inc shares in Q2 2026, an estimated $11.5K.
  • Block Inc made up 0.02% of Ameliora Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Ameliora Wealth Management first reported a position in Block Inc in Q3 2024 and has held it in 8 quarters since.
  • Ameliora Wealth Management's Block Inc position peaked at $130K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.