CWM
XYZ

Copia Wealth Management’s Block Inc XYZ Stock Holding History

Copia 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 		$1.14K Sell
15
-5
-25% -$351 ﹤0.01% 504
2026
Q1 		$1.2K Buy
20
+5
+33% +$304 ﹤0.01% 464
2025
Q4 		$976 Hold
15
– – ﹤0.01% 471
2025
Q3 		$1.08K Hold
15
– – ﹤0.01% 432
2025
Q2 		$1.02K Hold
15
– – ﹤0.01% 419
2025
Q1 		$815 Hold
15
– – ﹤0.01% 408
2024
Q4 		$1.27K Buy
+15
New +$1.23K ﹤0.01% 373

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

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

Copia Wealth Management reduced its Block Inc (XYZ) stake by 25% in Q2 2026, selling an estimated $351 and leaving 15 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Copia Wealth Management first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.27K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Copia Wealth Management held 15 shares of Block Inc worth $1.14K as of Q2 2026.
  • Copia Wealth Management sold 5 Block Inc shares in Q2 2026, an estimated $351.
  • Block Inc made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #504 holding.
  • Copia Wealth Management first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's Block Inc position peaked at $1.27K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.