Grant Private Wealth Management’s Block Inc XYZ Stock Holding History

Grant Private Wealth Management’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	$292K	Sell	3,847 -560	-13%	-$39.4K	0.12%	125
2026 Q1	$265K	Sell	4,407 -115	-3%	-$6.99K	0.14%	128
2025 Q4	$294K	Sell	4,522 -1,002	-18%	-$69.1K	0.18%	104
2025 Q3	$399K	Buy	+5,524	New	+$413K	0.25%	87
2025 Q2	–	Sell	-7,172	Closed	-$390K	–	151
2025 Q1	$390K	Sell	7,172 -100	-1%	-$7.46K	0.42%	68
2024 Q4	$618K	Buy	+7,272	New	+$597K	0.67%	38

Other funds holding XYZ

HAM

Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

BCM

Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Grant Private Wealth Management's XYZ Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Block Inc (XYZ) stake by 13% in Q2 2026, selling an estimated $39.4K and leaving 3,847 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #125.

Grant Private Wealth Management first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $618K in Q4 2024. 202 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Grant Private Wealth Management held 3,847 shares of Block Inc worth $292K as of Q2 2026.
Grant Private Wealth Management sold 560 Block Inc shares in Q2 2026, an estimated $39.4K.
Block Inc made up 0.12% of Grant Private Wealth Management's portfolio in Q2 2026, its #125 holding.
Grant Private Wealth Management first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
Grant Private Wealth Management's Block Inc position peaked at $618K in Q4 2024.
202 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.