DiNuzzo Private Wealth
XYZ icon

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
Q3 		$3.24K Hold
44
– – ﹤0.01% 515
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 		$1.32K Buy
+17
New +$961 ﹤0.01% 598

Other funds holding XYZ

Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DiNuzzo Private Wealth's XYZ Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Block Inc (XYZ) position steady in Q3 2026 at 44 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

DiNuzzo Private Wealth first reported a position in XYZ in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.34K in Q2 2026. 304 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • DiNuzzo Private Wealth held 44 shares of Block Inc worth $3.24K as of Q3 2026.
  • DiNuzzo Private Wealth left its Block Inc share count unchanged in Q3 2026.
  • Block Inc made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #515 holding.
  • DiNuzzo Private Wealth first reported a position in Block Inc in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Block Inc position peaked at $3.34K in Q2 2026.
  • 304 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.