IWA
XYZ

Icon Wealth Advisors’s Block Inc XYZ Stock Holding History

Icon 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 		$332K Buy
4,774
+165
+4% +$10K 0.02% 310
2025
Q4 		$300K Buy
4,609
+255
+6% +$17.6K 0.02% 319
2025
Q3 		$315K Buy
4,354
+1,721
+65% +$129K 0.02% 310
2025
Q2 		$179K Buy
2,633
+204
+8% +$11.9K 0.01% 393
2025
Q1 		$132K Buy
2,429
+282
+13% +$21K 0.01% 429
2024
Q4 		$182K Buy
2,147
+18
+0.8% +$1.48K 0.02% 388
2024
Q3 		$143K Buy
2,129
+12
+0.6% +$775 0.01% 416
2024
Q2 		$131K Buy
2,117
+195
+10% +$13.6K 0.01% 388
2024
Q1 		$163K Buy
1,922
+232
+14% +$16.8K 0.02% 377
2023
Q4 		$131K Buy
+1,690
New +$95.6K 0.01% 386

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Icon Wealth Advisors increased its Block Inc (XYZ) stake by 3.6% in Q1 2026, buying an estimated $10K and bringing the position to 4,774 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #310.

Icon Wealth Advisors first reported a position in XYZ in Q4 2023 and has held it in 10 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Icon Wealth Advisors held 4,774 shares of Block Inc worth $332K as of Q1 2026.
  • Icon Wealth Advisors bought 165 Block Inc shares in Q1 2026, an estimated $10K.
  • Block Inc made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #310 holding.
  • Icon Wealth Advisors first reported a position in Block Inc in Q4 2023 and has held it in 10 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.