HWA
XYZ

HHM Wealth Advisors’s Block Inc XYZ Stock Holding History

HHM 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
Q1 		– Sell
-3
Closed -$196 – 926
2025
Q4 		$196 Hold
3
– – ﹤0.01% 825
2025
Q3 		$217 Hold
3
– – ﹤0.01% 832
2025
Q2 		$204 Sell
3
-11
-79% -$640 ﹤0.01% 841
2025
Q1 		$761 Sell
14
-250
-95% -$18.7K ﹤0.01% 859
2024
Q4 		$22.4K Sell
264
-34
-11% -$2.79K ﹤0.01% 484
2024
Q3 		$20K Sell
298
-295
-50% -$19.1K ﹤0.01% 467
2024
Q2 		$38.2K Hold
593
– – 0.01% 372
2024
Q1 		$50.2K Buy
593
+3
+0.5% +$217 0.01% 297
2023
Q4 		$45.6K Hold
590
– – 0.01% 299
2023
Q3 		$26.1K Hold
590
– – 0.01% 364
2023
Q2 		$39.3K Hold
590
– – 0.01% 322
2023
Q1 		$40.5K Sell
590
-67
-10% -$5.01K 0.01% 303
2022
Q4 		$41.3K Sell
657
-450
-41% -$27.8K 0.01% 265
2022
Q3 		$61K Hold
1,107
– – 0.02% 210
2022
Q2 		$68K Sell
1,107
-75
-6% -$6.85K 0.02% 239
2022
Q1 		$160K Buy
1,182
+34
+3% +$4.12K 0.04% 162
2021
Q4 		$185K Buy
1,148
+7
+0.6% +$1.52K 0.04% 145
2021
Q3 		$274K Buy
1,141
+13
+1% +$3.34K 0.07% 102
2021
Q2 		$275K Buy
1,128
+88
+8% +$20.4K 0.07% 104
2021
Q1 		$236K Sell
1,040
-205
-16% -$48K 0.07% 103
2020
Q4 		$271K Buy
1,245
+450
+57% +$87.8K 0.09% 86
2020
Q3 		$129K Hold
795
– – 0.05% 124
2020
Q2 		$83K Hold
795
– – 0.03% 168
2020
Q1 		$42K Buy
+795
New +$54.4K 0.02% 223

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HHM Wealth Advisors's XYZ Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3 shares — an estimated $196 sold.

HHM Wealth Advisors first reported a position in XYZ in Q1 2020 and held it in 24 quarters. The position peaked at $275K in Q2 2021. 993 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 3 Block Inc shares in Q1 2026, an estimated $196.
  • HHM Wealth Advisors first reported a position in Block Inc in Q1 2020 and held it in 24 quarters.
  • HHM Wealth Advisors's Block Inc position peaked at $275K in Q2 2021.
  • 993 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.