HNW
XYZ

High Note Wealth’s Block Inc XYZ Stock Holding History

High Note 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 		$9.88K Buy
130
+7
+6% +$492 ﹤0.01% 412
2026
Q1 		$7.4K Buy
123
+37
+43% +$2.25K ﹤0.01% 426
2025
Q4 		$5.6K Buy
86
+30
+54% +$2.07K ﹤0.01% 457
2025
Q3 		$4.05K Buy
56
+6
+12% +$449 ﹤0.01% 562
2025
Q2 		$3.4K Hold
50
– – ﹤0.01% 586
2025
Q1 		$2.72K Sell
50
-2
-4% -$149 ﹤0.01% 607
2024
Q4 		$4.42K Buy
+52
New +$4.27K ﹤0.01% 493
2022
Q1 		– Sell
-9,227
Closed -$1.49M – 98
2021
Q4 		$1.49M Buy
+9,227
New +$2M 0.5% 50

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

High Note Wealth's XYZ Position: Q2 2026 in Review

High Note Wealth increased its Block Inc (XYZ) stake by 5.7% in Q2 2026, buying an estimated $492 and bringing the position to 130 shares worth $9.88K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

High Note Wealth first reported a position in XYZ in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.49M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • High Note Wealth held 130 shares of Block Inc worth $9.88K as of Q2 2026.
  • High Note Wealth bought 7 Block Inc shares in Q2 2026, an estimated $492.
  • Block Inc made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #412 holding.
  • High Note Wealth first reported a position in Block Inc in Q4 2021 and has held it in 8 quarters since.
  • High Note Wealth's Block Inc position peaked at $1.49M in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.