Catalyst Private Wealth’s Block Inc XYZ Stock Holding History

Catalyst Private Wealth’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	$225K	Buy	+2,959	New	+$208K	0.11%	76
2022 Q2	–	Sell	-1,859	Closed	-$252K	–	83
2022 Q1	$252K	Sell	1,859 -743	-29%	-$90K	0.13%	71
2021 Q4	$420K	Sell	2,602 -105	-4%	-$22.8K	0.18%	59
2021 Q3	$649K	Buy	2,707 +13	+0.5%	+$3.34K	0.28%	33
2021 Q2	$657K	Buy	2,694 +717	+36%	+$166K	0.36%	34
2021 Q1	$449K	Buy	1,977 +270	+16%	+$63.2K	0.32%	39
2020 Q4	$372K	Hold	1,707	–	–	0.33%	41
2020 Q3	$277K	Buy	+1,707	New	+$241K	0.27%	43

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Catalyst Private Wealth's XYZ Position: Q2 2026 in Review

Catalyst Private Wealth opened a new position in Block Inc (XYZ) in Q2 2026: 2,959 shares worth $225K. The stake represents 0.11% of the portfolio and ranks #76 among its holdings. This is a return to the name: Catalyst Private Wealth previously reported a position in XYZ as recently as Q1 2022.

Catalyst Private Wealth first reported a position in XYZ in Q3 2020 and has held it in 8 quarters since. The position peaked at $657K in Q2 2021. 1,081 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Catalyst Private Wealth held 2,959 shares of Block Inc worth $225K as of Q2 2026.
Block Inc was a new Catalyst Private Wealth position in Q2 2026.
Block Inc made up 0.11% of Catalyst Private Wealth's portfolio in Q2 2026, its #76 holding.
Catalyst Private Wealth first reported a position in Block Inc in Q3 2020 and has held it in 8 quarters since.
Catalyst Private Wealth's Block Inc position peaked at $657K in Q2 2021.
1,081 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Catalyst Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.