AWE
XYZ

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
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

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

Avidian Wealth Enterprises's XYZ Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Block Inc (XYZ) stake by 3% in Q2 2026, buying an estimated $11.7K and bringing the position to 5,704 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #511.

Avidian Wealth Enterprises first reported a position in XYZ in Q4 2020 and has held it in 19 quarters since. The position peaked at $458K in Q1 2023. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Avidian Wealth Enterprises held 5,704 shares of Block Inc worth $434K as of Q2 2026.
  • Avidian Wealth Enterprises bought 166 Block Inc shares in Q2 2026, an estimated $11.7K.
  • Block Inc made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #511 holding.
  • Avidian Wealth Enterprises first reported a position in Block Inc in Q4 2020 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Block Inc position peaked at $458K in Q1 2023.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.