FDW
XYZ

Fourth Dimension Wealth’s Block Inc XYZ Stock Holding History

Fourth Dimension 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 		$254K Buy
3,347
+3,267
+4,084% +$230K 0.08% 142
2026
Q1 		$4.81K Hold
80
– – ﹤0.01% 478
2025
Q4 		$5.21K Hold
80
– – ﹤0.01% 481
2025
Q3 		$5.78K Sell
80
-20
-20% -$1.5K ﹤0.01% 470
2025
Q2 		$6.79K Hold
100
– – ﹤0.01% 460
2025
Q1 		$5.43K Hold
100
– – ﹤0.01% 488
2024
Q4 		$8.5K Buy
+100
New +$8.2K ﹤0.01% 439

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 $3.37T AUM 44.26% 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

Fourth Dimension Wealth's XYZ Position: Q2 2026 in Review

Fourth Dimension Wealth increased its Block Inc (XYZ) stake by 4,084% in Q2 2026, buying an estimated $230K and bringing the position to 3,347 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #142.

Fourth Dimension Wealth first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Fourth Dimension Wealth held 3,347 shares of Block Inc worth $254K as of Q2 2026.
  • Fourth Dimension Wealth bought 3,267 Block Inc shares in Q2 2026, an estimated $230K.
  • Block Inc made up 0.08% of Fourth Dimension Wealth's portfolio in Q2 2026, its #142 holding.
  • Fourth Dimension Wealth first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.