DiNuzzo Private Wealth’s Block Inc XYZ Stock Holding History

DiNuzzo 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	$3.34K	Buy	44 +2	+5%	+$141	﹤0.01%	509
2026 Q1	$2.53K	Buy	42 +4	+11%	+$243	﹤0.01%	562
2025 Q4	$2.47K	Buy	38 +7	+23%	+$483	﹤0.01%	570
2025 Q3	$2.47K	Hold	31	–	–	﹤0.01%	568
2025 Q2	$2.11K	Sell	31 -4	-11%	-$233	﹤0.01%	599
2025 Q1	$1.9K	Hold	35	–	–	﹤0.01%	618
2024 Q4	$2.98K	Buy	35 +1	+3%	+$82	﹤0.01%	474
2024 Q3	$2.28K	Buy	34 +8	+31%	+$517	﹤0.01%	557
2024 Q2	$1.68K	Buy	26 +5	+24%	+$350	﹤0.01%	584
2024 Q1	$1.78K	Buy	21 +4	+24%	+$289	﹤0.01%	515
2023 Q4	$1.31K	Buy	+17	New	+$961	﹤0.01%	598

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

DiNuzzo Private Wealth increased its Block Inc (XYZ) stake by 4.8% in Q2 2026, buying an estimated $141 and bringing the position to 44 shares worth $3.34K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

DiNuzzo Private Wealth first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. 361 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

DiNuzzo Private Wealth held 44 shares of Block Inc worth $3.34K as of Q2 2026.
DiNuzzo Private Wealth bought 2 Block Inc shares in Q2 2026, an estimated $141.
Block Inc made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #509 holding.
DiNuzzo Private Wealth first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
361 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.