HWM
XYZ

HB Wealth Management’s Block Inc XYZ Stock Holding History

HB 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 		$1.39M Buy
18,238
+2,253
+14% +$158K 0.01% 605
2026
Q1 		$962K Sell
15,985
-1,102
-6% -$67K 0.01% 681
2025
Q4 		$1.11M Sell
17,087
-188
-1% -$13K 0.01% 592
2025
Q3 		$1.25M Buy
17,275
+5,466
+46% +$409K 0.01% 551
2025
Q2 		$802K Sell
11,809
-3,276
-22% -$191K 0.01% 598
2025
Q1 		$820K Buy
15,085
+528
+4% +$39.4K 0.01% 598
2024
Q4 		$1.24M Sell
14,557
-714
-5% -$58.6K 0.01% 374
2024
Q3 		$1.03M Buy
15,271
+1,093
+8% +$70.6K 0.01% 392
2024
Q2 		$914K Sell
14,178
-136
-1% -$9.51K 0.01% 387
2024
Q1 		$1.21M Buy
14,314
+736
+5% +$53.2K 0.02% 317
2023
Q4 		$1.05M Buy
13,578
+2,072
+18% +$117K 0.02% 309
2023
Q3 		$509K Sell
11,506
-1,366
-11% -$84.6K 0.01% 424
2023
Q2 		$857K Buy
12,872
+194
+2% +$12.1K 0.01% 313
2023
Q1 		$870K Sell
12,678
-33
-0.3% -$2.47K 0.02% 304
2022
Q4 		$799K Buy
12,711
+4,366
+52% +$269K 0.01% 316
2022
Q3 		$459K Sell
8,345
-861
-9% -$61K 0.01% 353
2022
Q2 		$566K Buy
9,206
+377
+4% +$34.4K 0.01% 323
2022
Q1 		$1.2M Buy
8,829
+1,287
+17% +$156K 0.02% 248
2021
Q4 		$1.22M Buy
+7,542
New +$1.63M 0.02% 217

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

HB Wealth Management's XYZ Position: Q2 2026 in Review

HB Wealth Management increased its Block Inc (XYZ) stake by 14% in Q2 2026, buying an estimated $158K and bringing the position to 18,238 shares worth $1.39M. The position accounts for 0.01% of the portfolio, ranked #605.

HB Wealth Management first reported a position in XYZ in Q4 2021 and has held it in 19 quarters since. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • HB Wealth Management held 18,238 shares of Block Inc worth $1.39M as of Q2 2026.
  • HB Wealth Management bought 2,253 Block Inc shares in Q2 2026, an estimated $158K.
  • Block Inc made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #605 holding.
  • HB Wealth Management first reported a position in Block Inc in Q4 2021 and has held it in 19 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.