CA
XYZ

Clearstead Advisors’s Block Inc XYZ Stock Holding History

Clearstead Advisors’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 		$166K Buy
2,178
+553
+34% +$38.9K ﹤0.01% 1111
2026
Q1 		$97.8K Sell
1,625
-1,346
-45% -$81.8K ﹤0.01% 1141
2025
Q4 		$193K Sell
2,971
-1,497
-34% -$103K ﹤0.01% 946
2025
Q3 		$323K Buy
4,468
+3,965
+788% +$297K ﹤0.01% 761
2025
Q2 		$34.2K Sell
503
-1,480
-75% -$86.1K ﹤0.01% 1412
2025
Q1 		$108K Sell
1,983
-58
-3% -$4.33K ﹤0.01% 979
2024
Q4 		$173K Sell
2,041
-24
-1% -$1.97K ﹤0.01% 895
2024
Q3 		$139K Sell
2,065
-274
-12% -$17.7K ﹤0.01% 952
2024
Q2 		$151K Buy
2,339
+151
+7% +$10.6K ﹤0.01% 902
2024
Q1 		$153K Sell
2,188
-235
-10% -$17K 0.01% 515
2023
Q4 		$187K Buy
2,423
+270
+13% +$15.3K 0.01% 466
2023
Q3 		$95.3K Sell
2,153
-156
-7% -$9.66K 0.01% 559
2023
Q2 		$154K Buy
2,309
+248
+12% +$15.5K 0.01% 478
2023
Q1 		$141K Sell
2,061
-381
-16% -$28.5K 0.01% 446
2022
Q4 		$153K Sell
2,442
-295
-11% -$18.2K 0.01% 415
2022
Q3 		$151K Sell
2,737
-2,145
-44% -$152K 0.01% 402
2022
Q2 		$300K Buy
4,882
+291
+6% +$26.6K 0.02% 320
2022
Q1 		$623K Sell
4,591
-61
-1% -$7.38K 0.04% 235
2021
Q4 		$751K Buy
4,652
+106
+2% +$23K 0.05% 209
2021
Q3 		$1.09M Sell
4,546
-1,059
-19% -$272K 0.08% 159
2021
Q2 		$1.37M Buy
5,605
+36
+0.6% +$8.35K 0.11% 139
2021
Q1 		$1.26M Buy
5,569
+40
+0.7% +$9.36K 0.11% 143
2020
Q4 		$1.2M Buy
5,529
+408
+8% +$79.6K 0.11% 135
2020
Q3 		$832K Buy
5,121
+2,085
+69% +$294K 0.09% 147
2020
Q2 		$319K Hold
3,036
– – 0.04% 220
2020
Q1 		$159K Buy
+3,036
New +$208K 0.02% 265
2019
Q3 		– Sell
-2,932
Closed -$213K – 278
2019
Q2 		$213K Buy
+2,932
New +$205K 0.03% 260

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

Clearstead Advisors's XYZ Position: Q2 2026 in Review

Clearstead Advisors increased its Block Inc (XYZ) stake by 34% in Q2 2026, buying an estimated $38.9K and bringing the position to 2,178 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Clearstead Advisors first reported a position in XYZ in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.37M in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Clearstead Advisors held 2,178 shares of Block Inc worth $166K as of Q2 2026.
  • Clearstead Advisors bought 553 Block Inc shares in Q2 2026, an estimated $38.9K.
  • Block Inc made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1111 holding.
  • Clearstead Advisors first reported a position in Block Inc in Q2 2019 and has held it in 27 quarters since.
  • Clearstead Advisors's Block Inc position peaked at $1.37M in Q2 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.