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
Q2 		– Sell
-4,774
Closed -$332K – 438
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

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

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

Icon Wealth Advisors sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 4,774 shares — an estimated $332K sold.

Icon Wealth Advisors first reported a position in XYZ in Q4 2023 and held it in 10 quarters. The position peaked at $332K in Q1 2026. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Icon Wealth Advisors reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 4,774 Block Inc shares in Q2 2026, an estimated $332K.
  • Icon Wealth Advisors first reported a position in Block Inc in Q4 2023 and held it in 10 quarters.
  • Icon Wealth Advisors's Block Inc position peaked at $332K in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.