APWM
XYZ

Argonautica Private Wealth Management’s Block Inc XYZ Stock Holding History

Argonautica Private 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 		$638K Hold
8,394
– – 0.16% 114
2026
Q1 		$505K Sell
8,394
-262
-3% -$15.9K 0.15% 127
2025
Q4 		$563K Sell
8,656
-200
-2% -$13.8K 0.17% 124
2025
Q3 		$640K Hold
8,856
– – 0.19% 98
2025
Q2 		$602K Sell
8,856
-19
-0.2% -$1.1K 0.19% 98
2025
Q1 		$482K Sell
8,875
-42
-0.5% -$3.13K 0.17% 111
2024
Q4 		$758K Sell
8,917
-5
-0.1% -$410 0.24% 80
2024
Q3 		$599K Buy
+8,922
New +$576K 0.2% 99
2024
Q2 		– Sell
-2,666
Closed -$225K – 212
2024
Q1 		$225K Buy
+2,666
New +$193K 0.08% 190

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

Argonautica Private Wealth Management's XYZ Position: Q2 2026 in Review

Argonautica Private Wealth Management held its Block Inc (XYZ) position steady in Q2 2026 at 8,394 shares worth $638K. The position accounts for 0.16% of the portfolio, ranked #114.

Argonautica Private Wealth Management first reported a position in XYZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $758K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Argonautica Private Wealth Management held 8,394 shares of Block Inc worth $638K as of Q2 2026.
  • Argonautica Private Wealth Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up 0.16% of Argonautica Private Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Argonautica Private Wealth Management first reported a position in Block Inc in Q1 2024 and has held it in 9 quarters since.
  • Argonautica Private Wealth Management's Block Inc position peaked at $758K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.