Evolve Private Wealth’s Block Inc XYZ Stock Holding History

Evolve 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	–	Sell	-3,954	Closed	-$238K	–	1262
2026 Q1	$238K	Buy	+3,954	New	+$240K	0.01%	872

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Evolve Private Wealth sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 3,954 shares — an estimated $238K sold.

Evolve Private Wealth first reported a position in XYZ in Q1 2026 and held it in 1 quarter. The position peaked at $238K in Q1 2026. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Evolve Private Wealth reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 3,954 Block Inc shares in Q2 2026, an estimated $238K.
Evolve Private Wealth first reported a position in Block Inc in Q1 2026 and held it in 1 quarter.
Evolve Private Wealth's Block Inc position peaked at $238K in Q1 2026.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.