AWA
XYZ

Arkadios Wealth Advisors’s Block Inc XYZ Stock Holding History

Arkadios Wealth Advisors’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 		$3.37M Sell
44,391
-6,084
-12% -$428K 0.05% 366
2026
Q1 		$3.04M Sell
50,475
-5,271
-9% -$320K 0.05% 382
2025
Q4 		$3.63M Sell
55,746
-3,240
-5% -$223K 0.07% 286
2025
Q3 		$4.26M Sell
58,986
-2,709
-4% -$203K 0.1% 216
2025
Q2 		$4.19M Buy
61,695
+6,337
+11% +$369K 0.12% 187
2025
Q1 		$3.01M Buy
55,358
+14,702
+36% +$1.1M 0.11% 209
2024
Q4 		$3.46M Buy
40,656
+7,054
+21% +$579K 0.19% 113
2024
Q3 		$2.26M Buy
33,602
+2,176
+7% +$141K 0.13% 164
2024
Q2 		$2.03M Sell
31,426
-874
-3% -$61.1K 0.14% 163
2024
Q1 		$2.73M Sell
32,300
-4,716
-13% -$341K 0.21% 110
2023
Q4 		$2.86M Sell
37,016
-375
-1% -$21.2K 0.24% 96
2023
Q3 		$1.65M Buy
37,391
+9,896
+36% +$613K 0.16% 144
2023
Q2 		$1.83M Sell
27,495
-4,496
-14% -$281K 0.21% 117
2023
Q1 		$2.2M Buy
31,991
+8,166
+34% +$611K 0.26% 103
2022
Q4 		$1.5M Sell
23,825
-4,805
-17% -$296K 0.2% 126
2022
Q3 		$1.57M Buy
28,630
+4,844
+20% +$343K 0.24% 116
2022
Q2 		$1.46M Buy
23,786
+2,645
+13% +$242K 0.22% 131
2022
Q1 		$2.87M Buy
21,141
+13,665
+183% +$1.65M 0.38% 66
2021
Q4 		$1.21M Buy
7,476
+937
+14% +$203K 0.16% 151
2021
Q3 		$1.57M Buy
6,539
+797
+14% +$205K 0.23% 106
2021
Q2 		$1.4M Buy
5,742
+2,097
+58% +$486K 0.17% 149
2021
Q1 		$827K Buy
3,645
+2,237
+159% +$523K 0.14% 177
2020
Q4 		$306K Sell
1,408
-2,707
-66% -$528K 0.06% 261
2020
Q3 		$767K Sell
4,115
-2,349
-36% -$332K 0.38% 56
2020
Q2 		$784K Sell
6,464
-6,456
-50% -$494K 0.43% 50
2020
Q1 		$677K Sell
12,920
-1,246
-9% -$85.2K 0.43% 57
2019
Q4 		$1.15M Buy
+14,166
New +$905K 0.69% 33

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

Arkadios Wealth Advisors's XYZ Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Block Inc (XYZ) stake by 12% in Q2 2026, selling an estimated $428K and leaving 44,391 shares worth $3.37M. The position accounts for 0.05% of the portfolio, ranked #366.

Arkadios Wealth Advisors first reported a position in XYZ in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.26M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Arkadios Wealth Advisors held 44,391 shares of Block Inc worth $3.37M as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,084 Block Inc shares in Q2 2026, an estimated $428K.
  • Block Inc made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #366 holding.
  • Arkadios Wealth Advisors first reported a position in Block Inc in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Block Inc position peaked at $4.26M in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.