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Global Assets Advisory’s Block Inc XYZ Stock Holding History

Global Assets Advisory’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
-520
Closed -$31.3K – 588
2026
Q1 		$31.3K Buy
+520
New +$31.6K 0.01% 477
2024
Q2 		– Sell
-363
Closed -$29.6K – 549
2024
Q1 		$29.6K Buy
+363
New +$26.3K 0.02% 364

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

Global Assets Advisory's XYZ Position: Q2 2026 in Review

Global Assets Advisory sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 520 shares — an estimated $31.3K sold.

Global Assets Advisory first reported a position in XYZ in Q1 2024 and held it in 2 quarters. The position peaked at $31.3K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Global Assets Advisory reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 520 Block Inc shares in Q2 2026, an estimated $31.3K.
  • Global Assets Advisory first reported a position in Block Inc in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's Block Inc position peaked at $31.3K in Q1 2026.
  • 1,085 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.