CA
XYZ

Carson Advisory’s Block Inc XYZ Stock Holding History

Carson Advisory’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
Q1 		$484K Buy
8,035
+200
+3% +$12.2K 0.25% 87
2025
Q4 		$510K Buy
7,835
+1,550
+25% +$107K 0.27% 84
2025
Q3 		$454K Buy
6,285
+1,060
+20% +$79.3K 0.25% 82
2025
Q2 		$355K Buy
5,225
+735
+16% +$42.8K 0.23% 106
2025
Q1 		$244K Buy
4,490
+750
+20% +$56K 0.16% 137
2024
Q4 		$318K Sell
3,740
-487
-12% -$40K 0.22% 108
2024
Q3 		$284K Sell
4,227
-213
-5% -$13.8K 0.18% 134
2024
Q2 		$286K Sell
4,440
-500
-10% -$35K 0.2% 120
2024
Q1 		$418K Hold
4,940
– – 0.29% 91
2023
Q4 		$382K Sell
4,940
-645
-12% -$36.5K 0.3% 95
2023
Q3 		$247K Buy
5,585
+507
+10% +$31.4K 0.22% 124
2023
Q2 		$338K Sell
5,078
-112
-2% -$7K 0.29% 98
2023
Q1 		$356K Hold
5,190
– – 0.32% 89
2022
Q4 		$326K Sell
5,190
-530
-9% -$32.7K 0.31% 84
2022
Q3 		$315K Buy
5,720
+435
+8% +$30.8K 0.35% 77
2022
Q2 		$325K Buy
5,285
+300
+6% +$27.4K 0.36% 78
2022
Q1 		$676K Buy
4,985
+2,425
+95% +$294K 0.67% 44
2021
Q4 		$413K Buy
+2,560
New +$555K 0.42% 63

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Carson Advisory's XYZ Position: Q1 2026 in Review

Carson Advisory increased its Block Inc (XYZ) stake by 2.6% in Q1 2026, buying an estimated $12.2K and bringing the position to 8,035 shares worth $484K. The position accounts for 0.25% of the portfolio, ranked #87.

Carson Advisory first reported a position in XYZ in Q4 2021 and has held it in 18 quarters since. The position peaked at $676K in Q1 2022. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Carson Advisory held 8,035 shares of Block Inc worth $484K as of Q1 2026.
  • Carson Advisory bought 200 Block Inc shares in Q1 2026, an estimated $12.2K.
  • Block Inc made up 0.25% of Carson Advisory's portfolio in Q1 2026, its #87 holding.
  • Carson Advisory first reported a position in Block Inc in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Block Inc position peaked at $676K in Q1 2022.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.