API
XYZ

Asset Planning Inc’s Block Inc XYZ Stock Holding History

Asset Planning Inc’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 		$2.05K Sell
27
-200
-88% -$14.1K ﹤0.01% 305
2026
Q1 		$13.7K Sell
227
-400
-64% -$24.3K 0.01% 229
2025
Q4 		$40.8K Hold
627
– – 0.03% 160
2025
Q3 		$45.3K Hold
627
– – 0.03% 153
2025
Q2 		$42.6K Hold
627
– – 0.03% 156
2025
Q1 		$34.1K Sell
627
-26
-4% -$1.94K 0.03% 173
2024
Q4 		$55.5K Buy
+653
New +$53.6K 0.04% 138

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

Asset Planning Inc's XYZ Position: Q2 2026 in Review

Asset Planning Inc reduced its Block Inc (XYZ) stake by 88% in Q2 2026, selling an estimated $14.1K and leaving 27 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Asset Planning Inc first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.5K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Asset Planning Inc held 27 shares of Block Inc worth $2.05K as of Q2 2026.
  • Asset Planning Inc sold 200 Block Inc shares in Q2 2026, an estimated $14.1K.
  • Block Inc made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #305 holding.
  • Asset Planning Inc first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Block Inc position peaked at $55.5K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.