AWE
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Avidian Wealth Enterprises’s Block Inc XYZ Stock Holding History

Avidian Wealth Enterprises’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
Q3 		– Sell
-5,704
Closed -$434K – 812
2026
Q2 		$434K Buy
5,704
+166
+3% +$11.7K 0.01% 511
2026
Q1 		$333K Buy
5,538
+489
+10% +$29.7K 0.01% 528
2025
Q4 		$329K Buy
5,049
+310
+7% +$21.4K 0.01% 458
2025
Q3 		$342K Buy
4,739
+291
+7% +$21.8K 0.01% 441
2025
Q2 		$302K Sell
4,448
-13
-0.3% -$756 0.01% 445
2025
Q1 		$242K Sell
4,461
-58
-1% -$4.33K 0.01% 463
2024
Q4 		$384K Buy
4,519
+73
+2% +$5.99K 0.02% 348
2024
Q3 		$298K Buy
4,446
+331
+8% +$21.4K 0.01% 399
2024
Q2 		$265K Buy
4,115
+35
+0.9% +$2.45K 0.01% 419
2024
Q1 		$345K Sell
4,080
-350
-8% -$25.3K 0.02% 332
2023
Q4 		$343K Buy
+4,430
New +$250K 0.02% 319
2023
Q3 		– Sell
-4,080
Closed -$272K – 431
2023
Q2 		$272K Sell
4,080
-2,595
-39% -$162K 0.02% 352
2023
Q1 		$458K Buy
+6,675
New +$500K 0.03% 308
2022
Q2 		– Sell
-1,658
Closed -$225K – 512
2022
Q1 		$225K Buy
1,658
+154
+10% +$18.6K 0.01% 436
2021
Q4 		$243K Buy
1,504
+199
+15% +$43.1K 0.02% 450
2021
Q3 		$313K Buy
1,305
+115
+10% +$29.5K 0.02% 289
2021
Q2 		$290K Buy
1,190
+190
+19% +$44.1K 0.02% 314
2021
Q1 		$227K Hold
1,000
– – 0.02% 327
2020
Q4 		$218K Buy
+1,000
New +$195K 0.02% 289

Other funds holding XYZ

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's XYZ Position: Q3 2026 in Review

Avidian Wealth Enterprises sold out of Block Inc (XYZ) in Q3 2026, closing a stake of 5,704 shares — an estimated $434K sold.

Avidian Wealth Enterprises first reported a position in XYZ in Q4 2020 and held it in 19 quarters. The position peaked at $458K in Q1 2023. 32 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Avidian Wealth Enterprises reported no remaining Block Inc position as of Q3 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 5,704 Block Inc shares in Q3 2026, an estimated $434K.
  • Avidian Wealth Enterprises first reported a position in Block Inc in Q4 2020 and held it in 19 quarters.
  • Avidian Wealth Enterprises's Block Inc position peaked at $458K in Q1 2023.
  • 32 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.