HW
XYZ

Hamilton Wealth’s Block Inc XYZ Stock Holding History

Hamilton 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 		$204K Buy
+2,679
New +$188K 0.04% 113
2024
Q1 		– Sell
-2,923
Closed -$226K – 126
2023
Q4 		$226K Buy
+2,923
New +$165K 0.07% 82

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

Hamilton Wealth's XYZ Position: Q2 2026 in Review

Hamilton Wealth opened a new position in Block Inc (XYZ) in Q2 2026: 2,679 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #113 among its holdings. This is a return to the name: Hamilton Wealth previously reported a position in XYZ as recently as Q4 2023.

Hamilton Wealth first reported a position in XYZ in Q4 2023 and has held it in 2 quarters since. The position peaked at $226K in Q4 2023. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Hamilton Wealth held 2,679 shares of Block Inc worth $204K as of Q2 2026.
  • Block Inc was a new Hamilton Wealth position in Q2 2026.
  • Block Inc made up 0.04% of Hamilton Wealth's portfolio in Q2 2026, its #113 holding.
  • Hamilton Wealth first reported a position in Block Inc in Q4 2023 and has held it in 2 quarters since.
  • Hamilton Wealth's Block Inc position peaked at $226K in Q4 2023.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.