CWM
XYZ

Circle Wealth Management’s Block Inc XYZ Stock Holding History

Circle 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 		$976K Buy
12,836
+4,581
+55% +$322K 0.01% 156
2026
Q1 		$497K Buy
+8,255
New +$502K 0.01% 201
2021
Q4 		– Sell
-906
Closed -$217K – 204
2021
Q3 		$217K Buy
906
+74
+9% +$19K 0.03% 169
2021
Q2 		$203K Buy
+832
New +$193K 0.03% 176

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

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

Circle Wealth Management increased its Block Inc (XYZ) stake by 55% in Q2 2026, buying an estimated $322K and bringing the position to 12,836 shares worth $976K. The position accounts for 0.01% of the portfolio, ranked #156.

Circle Wealth Management first reported a position in XYZ in Q2 2021 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Circle Wealth Management held 12,836 shares of Block Inc worth $976K as of Q2 2026.
  • Circle Wealth Management bought 4,581 Block Inc shares in Q2 2026, an estimated $322K.
  • Block Inc made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Circle Wealth Management first reported a position in Block Inc in Q2 2021 and has held it in 4 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.