CCWM
XYZ

Cassaday & Co Wealth Management’s Block Inc XYZ Stock Holding History

Cassaday & Co 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 		$323 Hold
4
– – ﹤0.01% 1172
2026
Q1 		$256 Buy
+4
New +$243 ﹤0.01% 1245

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

Cassaday & Co Wealth Management's XYZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Block Inc (XYZ) position steady in Q2 2026 at 4 shares worth $323. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Cassaday & Co Wealth Management first reported a position in XYZ in Q1 2026 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Cassaday & Co Wealth Management held 4 shares of Block Inc worth $323 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Block Inc share count unchanged in Q2 2026.
  • Block Inc made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1172 holding.
  • Cassaday & Co Wealth Management first reported a position in Block Inc in Q1 2026 and has held it in 2 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.