Envestnet Portfolio Solutions
XYZ icon

Envestnet Portfolio Solutions’s Block Inc XYZ Stock Holding History

Envestnet Portfolio Solutions’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 		$524K Buy
6,901
+676
+11% +$47.5K ﹤0.01% 970
2026
Q1 		$375K Sell
6,225
-8,375
-57% -$509K ﹤0.01% 1019
2025
Q4 		$950K Sell
14,600
-66,546
-82% -$4.59M ﹤0.01% 777
2025
Q3 		$5.86M Buy
81,146
+3,615
+5% +$271K 0.02% 320
2025
Q2 		$5.27M Buy
77,531
+3,539
+5% +$206K 0.02% 352
2025
Q1 		$4.02M Buy
73,992
+59,957
+427% +$4.48M 0.02% 415
2024
Q4 		$1.19M Buy
14,035
+2,730
+24% +$224K ﹤0.01% 846
2024
Q3 		$759K Buy
11,305
+1,837
+19% +$119K ﹤0.01% 1008
2024
Q2 		$611K Buy
9,468
+2,521
+36% +$176K ﹤0.01% 1053
2024
Q1 		$588K Buy
6,947
+2,432
+54% +$176K ﹤0.01% 1047
2023
Q4 		$349K Buy
+4,515
New +$255K ﹤0.01% 1215

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's XYZ Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Block Inc (XYZ) stake by 11% in Q2 2026, buying an estimated $47.5K and bringing the position to 6,901 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Envestnet Portfolio Solutions first reported a position in XYZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.86M in Q3 2025. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Envestnet Portfolio Solutions held 6,901 shares of Block Inc worth $524K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 676 Block Inc shares in Q2 2026, an estimated $47.5K.
  • Block Inc made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #970 holding.
  • Envestnet Portfolio Solutions first reported a position in Block Inc in Q4 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Block Inc position peaked at $5.86M in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.