Arax Advisory Partners’s Block Inc XYZ Stock Holding History

Arax Advisory Partners’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	$2.19M	Buy	28,815 +25,587	+793%	+$1.8M	0.01%	813
2026 Q1	$194K	Sell	3,228 -513	-14%	-$31.2K	0.01%	1089
2025 Q4	$244K	Buy	+3,741	New	+$258K	0.01%	945
2025 Q3	–	Sell	-554	Closed	-$37.6K	–	4397
2025 Q2	$37.6K	Sell	554 -206	-27%	-$12K	﹤0.01%	1370
2025 Q1	$41.3K	Sell	760 -322	-30%	-$24K	﹤0.01%	1022
2024 Q4	$92K	Buy	1,082 +32	+3%	+$2.63K	0.01%	700
2024 Q3	$70.5K	Buy	1,050 +48	+5%	+$3.1K	0.01%	592
2024 Q2	$64.6K	Buy	1,002 +300	+43%	+$21K	0.01%	579
2024 Q1	$59.4K	Buy	+702	New	+$50.8K	0.01%	461
2023 Q3	–	Sell	-16	Closed	-$1.07K	–	1382
2023 Q2	$1.07K	Sell	16 -52	-76%	-$3.25K	﹤0.01%	1104
2023 Q1	$4.67K	Hold	68	–	–	﹤0.01%	869
2022 Q4	$4.27K	Buy	+68	New	+$4.2K	﹤0.01%	831
2022 Q3	–	Sell	-961	Closed	-$59K	–	1277
2022 Q2	$59K	Buy	961 +932	+3,214%	+$85.2K	0.01%	405
2022 Q1	$4K	Sell	29 -41	-59%	-$4.96K	﹤0.01%	853
2021 Q4	$11K	Buy	70 +46	+192%	+$9.97K	﹤0.01%	644
2021 Q3	$6K	Sell	24 -1	-4%	-$257	﹤0.01%	748
2021 Q2	$6K	Buy	+25	New	+$5.8K	﹤0.01%	748
2020 Q4	$5K	Buy	+25	New	+$4.88K	﹤0.01%	622

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

Arax Advisory Partners's XYZ Position: Q2 2026 in Review

Arax Advisory Partners increased its Block Inc (XYZ) stake by 793% in Q2 2026, buying an estimated $1.8M and bringing the position to 28,815 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #813.

Arax Advisory Partners first reported a position in XYZ in Q4 2020 and has held it in 18 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Arax Advisory Partners held 28,815 shares of Block Inc worth $2.19M as of Q2 2026.
Arax Advisory Partners bought 25,587 Block Inc shares in Q2 2026, an estimated $1.8M.
Block Inc made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #813 holding.
Arax Advisory Partners first reported a position in Block Inc in Q4 2020 and has held it in 18 quarters since.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.