AEPWM
XYZ

Atlantic Edge Private Wealth Management’s Block Inc XYZ Stock Holding History

Atlantic Edge Private 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 		$120K Buy
1,584
+1,534
+3,068% +$108K 0.02% 178
2026
Q1 		$3.01K Hold
50
– – ﹤0.01% 504
2025
Q4 		$3.25K Sell
50
-25
-33% -$1.73K ﹤0.01% 489
2025
Q3 		$5.42K Buy
75
+25
+50% +$1.87K ﹤0.01% 428
2025
Q2 		$3.4K Hold
50
– – ﹤0.01% 445
2025
Q1 		$2.72K Hold
50
– – ﹤0.01% 447
2024
Q4 		$4.25K Hold
50
– – ﹤0.01% 406
2024
Q3 		$3.36K Hold
50
– – ﹤0.01% 421
2024
Q2 		$3.23K Hold
50
– – ﹤0.01% 406
2024
Q1 		$4.23K Hold
50
– – ﹤0.01% 400
2023
Q4 		$3.87K Buy
+50
New +$2.83K ﹤0.01% 387

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

Atlantic Edge Private Wealth Management's XYZ Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its Block Inc (XYZ) stake by 3,068% in Q2 2026, buying an estimated $108K and bringing the position to 1,584 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #178.

Atlantic Edge Private Wealth Management first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 1,584 shares of Block Inc worth $120K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 1,534 Block Inc shares in Q2 2026, an estimated $108K.
  • Block Inc made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Atlantic Edge Private Wealth Management first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.