ATS
XYZ

Ashton Thomas Securities’s Block Inc XYZ Stock Holding History

Ashton Thomas Securities’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 		$435K Buy
5,725
+624
+12% +$43.9K 0.06% 219
2026
Q1 		$307K Buy
5,101
+373
+8% +$22.7K 0.04% 295
2025
Q4 		$308K Buy
4,728
+60
+1% +$4.14K 0.06% 211
2025
Q3 		$337K Buy
4,668
+40
+0.9% +$2.99K 0.05% 256
2025
Q2 		$314K Sell
4,628
-9
-0.2% -$524 0.08% 204
2025
Q1 		$252K Sell
4,637
-70
-1% -$5.22K 0.07% 202
2024
Q4 		$400K Buy
4,707
+99
+2% +$8.12K 0.11% 167
2024
Q3 		$309K Buy
4,608
+445
+11% +$28.7K 0.06% 222
2024
Q2 		$269K Buy
+4,163
New +$291K 0.06% 199

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 Securities's XYZ Position: Q2 2026 in Review

Ashton Thomas Securities increased its Block Inc (XYZ) stake by 12% in Q2 2026, buying an estimated $43.9K and bringing the position to 5,725 shares worth $435K. The position accounts for 0.06% of the portfolio, ranked #219.

Ashton Thomas Securities first reported a position in XYZ in Q2 2024 and has held it in 9 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Ashton Thomas Securities held 5,725 shares of Block Inc worth $435K as of Q2 2026.
  • Ashton Thomas Securities bought 624 Block Inc shares in Q2 2026, an estimated $43.9K.
  • Block Inc made up 0.06% of Ashton Thomas Securities's portfolio in Q2 2026, its #219 holding.
  • Ashton Thomas Securities first reported a position in Block Inc in Q2 2024 and has held it in 9 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.