AWM
XYZ

Avior Wealth Management’s Block Inc XYZ Stock Holding History

Avior 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 		$462K Buy
6,081
+193
+3% +$13.6K 0.01% 535
2026
Q1 		$354K Sell
5,888
-1,766
-23% -$107K 0.01% 639
2025
Q4 		$498K Buy
7,654
+246
+3% +$17K 0.02% 460
2025
Q3 		$535K Buy
7,408
+387
+6% +$29K 0.02% 424
2025
Q2 		$477K Buy
7,021
+1,664
+31% +$96.8K 0.02% 442
2025
Q1 		$291K Sell
5,357
-1,900
-26% -$142K 0.01% 556
2024
Q4 		$617K Sell
7,257
-283
-4% -$23.2K 0.02% 393
2024
Q3 		$506K Buy
7,540
+3
+0% +$194 0.02% 446
2024
Q2 		$486K Buy
7,537
+2,118
+39% +$148K 0.02% 440
2024
Q1 		$458K Sell
5,419
-1,324
-20% -$95.8K 0.02% 475
2023
Q4 		$522K Hold
6,743
– – 0.03% 335
2023
Q3 		$298K Hold
6,743
– – 0.02% 441
2023
Q2 		$449K Buy
6,743
+394
+6% +$24.6K 0.03% 370
2023
Q1 		$436K Buy
6,349
+477
+8% +$35.7K 0.03% 388
2022
Q4 		$369K Buy
5,872
+864
+17% +$53.3K 0.03% 369
2022
Q3 		$274K Buy
5,008
+40
+0.8% +$2.83K 0.02% 395
2022
Q2 		$304K Buy
4,968
+2,491
+101% +$228K 0.03% 350
2022
Q1 		$335K Buy
2,477
+1,986
+404% +$240K 0.03% 364
2021
Q4 		$79K Buy
491
+30
+7% +$6.5K 0.01% 532
2021
Q3 		$110K Hold
461
– – 0.01% 480
2021
Q2 		$112K Buy
461
+21
+5% +$4.87K 0.01% 457
2021
Q1 		$99K Sell
440
-25
-5% -$5.85K 0.01% 472
2020
Q4 		$101K Buy
465
+25
+6% +$4.88K 0.01% 442
2020
Q3 		$71K Buy
440
+240
+120% +$33.9K 0.01% 478
2020
Q2 		$20K Buy
+200
New +$15.3K ﹤0.01% 578
2019
Q3 		– Sell
-50
Closed -$4K – 883
2019
Q2 		$4K Buy
+50
New +$3.49K ﹤0.01% 687
2019
Q1 		– Sell
-50
Closed -$2K – 733
2018
Q4 		$2K Buy
+50
New +$3.53K ﹤0.01% 674

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

Avior Wealth Management's XYZ Position: Q2 2026 in Review

Avior Wealth Management increased its Block Inc (XYZ) stake by 3.3% in Q2 2026, buying an estimated $13.6K and bringing the position to 6,081 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #535.

Avior Wealth Management first reported a position in XYZ in Q4 2018 and has held it in 27 quarters since. The position peaked at $617K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Avior Wealth Management held 6,081 shares of Block Inc worth $462K as of Q2 2026.
  • Avior Wealth Management bought 193 Block Inc shares in Q2 2026, an estimated $13.6K.
  • Block Inc made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #535 holding.
  • Avior Wealth Management first reported a position in Block Inc in Q4 2018 and has held it in 27 quarters since.
  • Avior Wealth Management's Block Inc position peaked at $617K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.