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EverSource Wealth Advisors’s Block Inc XYZ Stock Holding History

EverSource Wealth Advisors’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 		$109K Buy
1,434
+591
+70% +$41.5K ﹤0.01% 1333
2026
Q1 		$50.7K Buy
843
+136
+19% +$8.27K ﹤0.01% 1868
2025
Q4 		$46K Buy
707
+179
+34% +$12.3K ﹤0.01% 1796
2025
Q3 		$38.2K Buy
528
+196
+59% +$14.7K ﹤0.01% 1906
2025
Q2 		$22.6K Sell
332
-132
-28% -$7.68K ﹤0.01% 2203
2025
Q1 		$25.2K Sell
464
-56
-11% -$4.18K ﹤0.01% 1570
2024
Q4 		$44.2K Buy
520
+98
+23% +$8.04K ﹤0.01% 1247
2024
Q3 		$28.3K Sell
422
-139
-25% -$8.98K ﹤0.01% 1312
2024
Q2 		$34.7K Sell
561
-486
-46% -$34K ﹤0.01% 1265
2024
Q1 		$76.4K Sell
1,047
-123
-11% -$8.9K 0.01% 814
2023
Q4 		$90.5K Sell
1,170
-519
-31% -$29.3K 0.01% 674
2023
Q3 		$74.7K Buy
1,689
+25
+2% +$1.55K 0.01% 671
2023
Q2 		$111K Sell
1,664
-98
-6% -$6.12K 0.01% 545
2023
Q1 		$121K Sell
1,762
-406
-19% -$30.4K 0.02% 485
2022
Q4 		$136K Buy
2,168
+1,631
+304% +$101K 0.02% 430
2022
Q3 		$29K Sell
537
-396
-42% -$28K 0.01% 787
2022
Q2 		$58K Buy
933
+888
+1,973% +$81.1K 0.02% 581
2022
Q1 		$6K Buy
+45
New +$5.45K ﹤0.01% 1209

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

EverSource Wealth Advisors's XYZ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Block Inc (XYZ) stake by 70% in Q2 2026, buying an estimated $41.5K and bringing the position to 1,434 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1333.

EverSource Wealth Advisors first reported a position in XYZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $136K in Q4 2022. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • EverSource Wealth Advisors held 1,434 shares of Block Inc worth $109K as of Q2 2026.
  • EverSource Wealth Advisors bought 591 Block Inc shares in Q2 2026, an estimated $41.5K.
  • Block Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1333 holding.
  • EverSource Wealth Advisors first reported a position in Block Inc in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Block Inc position peaked at $136K in Q4 2022.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.