CT
XYZ

Clearstead Trust’s Block Inc XYZ Stock Holding History

Clearstead Trust’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 		$9.04K Sell
119
-249
-68% -$17.5K ﹤0.01% 651
2026
Q1 		$22.1K Buy
368
+35
+11% +$2.13K ﹤0.01% 425
2025
Q4 		$21.7K Buy
333
+24
+8% +$1.66K ﹤0.01% 432
2025
Q3 		$22.3K Buy
309
+3
+1% +$225 ﹤0.01% 419
2025
Q2 		$20.8K Buy
306
+19
+7% +$1.1K ﹤0.01% 421
2025
Q1 		$15.6K Buy
287
+36
+14% +$2.69K ﹤0.01% 389
2024
Q4 		$21.3K Sell
251
-74
-23% -$6.07K ﹤0.01% 316
2024
Q3 		$21.8K Hold
325
– – 0.01% 300
2024
Q2 		$21K Hold
325
– – 0.01% 309
2024
Q1 		$27.5K Hold
325
– – 0.01% 283
2023
Q4 		$25.1K Hold
325
– – 0.01% 277
2023
Q3 		$14.4K Hold
325
– – ﹤0.01% 310
2023
Q2 		$21.6K Hold
325
– – 0.01% 264
2023
Q1 		$22.3K Hold
325
– – 0.01% 257
2022
Q4 		$20K Sell
325
-131
-29% -$8.08K 0.01% 281
2022
Q3 		$25K Buy
456
+251
+122% +$17.8K 0.01% 246
2022
Q2 		$13K Hold
205
– – 0.01% 146
2022
Q1 		$28K Buy
205
+52
+34% +$6.3K 0.02% 131
2021
Q4 		$25K Buy
153
+79
+107% +$17.1K 0.01% 143
2021
Q3 		$18K Hold
74
– – 0.01% 157
2021
Q2 		$18K Buy
+74
New +$17.2K 0.01% 136
2020
Q2 		– Sell
-540
Closed -$28K – 177
2020
Q1 		$28K Buy
540
+19
+4% +$1.3K 0.03% 133
2019
Q4 		$33K Hold
521
– – 0.02% 139
2019
Q3 		$32K Hold
521
– – 0.02% 141
2019
Q2 		$38K Buy
521
+146
+39% +$10.2K 0.03% 137
2019
Q1 		$29K Hold
375
– – 0.02% 142
2018
Q4 		$21K Hold
375
– – 0.02% 162
2018
Q3 		$37K Hold
375
– – 0.03% 141
2018
Q2 		$23K Buy
+375
New +$20.6K 0.02% 156

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 Trust's XYZ Position: Q2 2026 in Review

Clearstead Trust reduced its Block Inc (XYZ) stake by 68% in Q2 2026, selling an estimated $17.5K and leaving 119 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Clearstead Trust first reported a position in XYZ in Q2 2018 and has held it in 29 quarters since. The position peaked at $38K in Q2 2019. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Clearstead Trust held 119 shares of Block Inc worth $9.04K as of Q2 2026.
  • Clearstead Trust sold 249 Block Inc shares in Q2 2026, an estimated $17.5K.
  • Block Inc made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #651 holding.
  • Clearstead Trust first reported a position in Block Inc in Q2 2018 and has held it in 29 quarters since.
  • Clearstead Trust's Block Inc position peaked at $38K in Q2 2019.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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