APW
XYZ

Aventura Private Wealth’s Block Inc XYZ Stock Holding History

Aventura 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 		$48K Buy
631
+300
+91% +$21.1K 0.01% 352
2026
Q1 		$19.9K Hold
331
– – 0.01% 448
2025
Q4 		$21.5K Sell
331
-295
-47% -$20.3K 0.01% 405
2025
Q3 		$45.2K Buy
626
+197
+46% +$14.7K 0.02% 305
2025
Q2 		$29.1K Buy
429
+3
+0.7% +$175 0.01% 329
2025
Q1 		$23.1K Hold
426
– – 0.01% 338
2024
Q4 		$36.2K Buy
+426
New +$34.9K 0.02% 286

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

Aventura Private Wealth's XYZ Position: Q2 2026 in Review

Aventura Private Wealth increased its Block Inc (XYZ) stake by 91% in Q2 2026, buying an estimated $21.1K and bringing the position to 631 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #352.

Aventura Private Wealth first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Aventura Private Wealth held 631 shares of Block Inc worth $48K as of Q2 2026.
  • Aventura Private Wealth bought 300 Block Inc shares in Q2 2026, an estimated $21.1K.
  • Block Inc made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #352 holding.
  • Aventura Private Wealth first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.