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
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Argonautica Private Wealth Management's XYZ Position: Q1 2026 in Review

Argonautica Private Wealth Management reduced its Block Inc (XYZ) stake by 3% in Q1 2026, selling an estimated $15.9K and leaving 8,394 shares worth $505K. The position accounts for 0.15% of the portfolio, ranked #127.

Argonautica Private Wealth Management first reported a position in XYZ in Q1 2024 and has held it in 8 quarters since. The position peaked at $758K in Q4 2024. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Argonautica Private Wealth Management held 8,394 shares of Block Inc worth $505K as of Q1 2026.
  • Argonautica Private Wealth Management sold 262 Block Inc shares in Q1 2026, an estimated $15.9K.
  • Block Inc made up 0.15% of Argonautica Private Wealth Management's portfolio in Q1 2026, its #127 holding.
  • Argonautica Private Wealth Management first reported a position in Block Inc in Q1 2024 and has held it in 8 quarters since.
  • Argonautica Private Wealth Management's Block Inc position peaked at $758K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Argonautica Private Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.