ATPW
XYZ

Ashton Thomas Private Wealth’s Block Inc XYZ Stock Holding History

Ashton Thomas Private Wealth’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 		$242K Buy
+3,184
New +$224K 0.01% 1075
2024
Q3 		– Sell
-2,319
Closed -$150K – 1915
2024
Q2 		$150K Sell
2,319
-868
-27% -$60.7K 0.01% 653
2024
Q1 		$270K Sell
3,187
-1,236
-28% -$89.4K 0.02% 511
2023
Q4 		$342K Sell
4,423
-4,401
-50% -$249K 0.02% 481
2023
Q3 		$391K Sell
8,824
-3,681
-29% -$228K 0.03% 435
2023
Q2 		$832K Sell
12,505
-2,060
-14% -$129K 0.06% 305
2023
Q1 		$1,000K Sell
14,565
-1,926
-12% -$144K 0.09% 255
2022
Q4 		$1.04M Sell
16,491
-575
-3% -$35.5K 0.1% 225
2022
Q3 		$938K Sell
17,066
-1,134
-6% -$80.3K 0.11% 216
2022
Q2 		$1.12M Buy
18,200
+455
+3% +$41.6K 0.12% 196
2022
Q1 		$2.41M Buy
17,745
+4,570
+35% +$553K 0.21% 128
2021
Q4 		$2.13M Buy
13,175
+8,293
+170% +$1.8M 0.21% 127
2021
Q3 		$1.17M Sell
4,882
-107
-2% -$27.5K 0.17% 146
2021
Q2 		$1.22M Sell
4,989
-996
-17% -$231K 0.19% 138
2021
Q1 		$1.36M Sell
5,985
-334
-5% -$78.1K 0.23% 105
2020
Q4 		$1.38M Sell
6,319
-1,701
-21% -$332K 0.26% 105
2020
Q3 		$1.3M Sell
8,020
-980
-11% -$138K 0.33% 81
2020
Q2 		$944K Buy
+9,000
New +$689K 0.28% 98

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

Ashton Thomas Private Wealth's XYZ Position: Q2 2026 in Review

Ashton Thomas Private Wealth opened a new position in Block Inc (XYZ) in Q2 2026: 3,184 shares worth $242K. The stake represents 0.01% of the portfolio and ranks #1075 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in XYZ as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in XYZ in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.41M in Q1 2022. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Ashton Thomas Private Wealth held 3,184 shares of Block Inc worth $242K as of Q2 2026.
  • Block Inc was a new Ashton Thomas Private Wealth position in Q2 2026.
  • Block Inc made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1075 holding.
  • Ashton Thomas Private Wealth first reported a position in Block Inc in Q2 2020 and has held it in 18 quarters since.
  • Ashton Thomas Private Wealth's Block Inc position peaked at $2.41M in Q1 2022.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.