Heritage Wealth Advisors’s Block Inc XYZ Stock Holding History

Heritage Wealth Advisors’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	$3.72K	Hold	49	–	–	﹤0.01%	593
2026 Q1	$2.95K	Hold	49	–	–	﹤0.01%	605
2025 Q4	$3.19K	Hold	49	–	–	﹤0.01%	525
2025 Q3	$3.54K	Hold	49	–	–	﹤0.01%	496
2025 Q2	$3.33K	Hold	49	–	–	﹤0.01%	486
2025 Q1	$2.66K	Hold	49	–	–	﹤0.01%	492
2024 Q4	$4.17K	Hold	49	–	–	﹤0.01%	514
2024 Q3	$3.29K	Hold	49	–	–	﹤0.01%	517
2024 Q2	$3.16K	Hold	49	–	–	﹤0.01%	469
2024 Q1	$4.14K	Hold	49	–	–	﹤0.01%	479
2023 Q4	$3.79K	Hold	49	–	–	﹤0.01%	490
2023 Q3	$2.17K	Hold	49	–	–	﹤0.01%	463
2023 Q2	$3.26K	Hold	49	–	–	﹤0.01%	487
2023 Q1	$3.36K	Hold	49	–	–	﹤0.01%	493
2022 Q4	$3.08K	Hold	49	–	–	﹤0.01%	494
2022 Q3	$2.69K	Hold	49	–	–	﹤0.01%	473
2022 Q2	$3K	Buy	49 +20	+69%	+$1.83K	﹤0.01%	523
2022 Q1	$4K	Hold	29	–	–	﹤0.01%	484
2021 Q4	$5K	Buy	29 +4	+16%	+$867	﹤0.01%	487
2021 Q3	$6K	Hold	25	–	–	﹤0.01%	462
2021 Q2	$6.09K	Hold	25	–	–	﹤0.01%	468
2021 Q1	$5.68K	Hold	25	–	–	﹤0.01%	486
2020 Q4	$5K	Buy	25 +5	+25%	+$975	﹤0.01%	493
2020 Q3	$3.25K	Buy	+20	New	+$2.82K	﹤0.01%	438

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heritage Wealth Advisors's XYZ Position: Q2 2026 in Review

Heritage Wealth Advisors held its Block Inc (XYZ) position steady in Q2 2026 at 49 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Heritage Wealth Advisors first reported a position in XYZ in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.09K in Q2 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Heritage Wealth Advisors held 49 shares of Block Inc worth $3.72K as of Q2 2026.
Heritage Wealth Advisors left its Block Inc share count unchanged in Q2 2026.
Block Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #593 holding.
Heritage Wealth Advisors first reported a position in Block Inc in Q3 2020 and has held it in 24 quarters since.
Heritage Wealth Advisors's Block Inc position peaked at $6.09K in Q2 2021.
1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.