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Arista Wealth Management’s Block Inc XYZ Stock Holding History

Arista 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 		$418K Buy
+5,500
New +$387K 0.05% 184

Other funds holding XYZ

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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 $3.38T AUM 44.17% 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

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

Arista Wealth Management opened a new position in Block Inc (XYZ) in Q2 2026: 5,500 shares worth $418K. The stake represents 0.05% of the portfolio and ranks #184 among its holdings.

1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Arista Wealth Management held 5,500 shares of Block Inc worth $418K as of Q2 2026.
  • Block Inc was a new Arista Wealth Management position in Q2 2026.
  • Block Inc made up 0.05% of Arista Wealth Management's portfolio in Q2 2026, its #184 holding.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.