IWS
XYZ

Insight Wealth Strategies’s Block Inc XYZ Stock Holding History

Insight Wealth Strategies’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
-67,044
Closed -$4.03M – 206
2026
Q1 		$4.03M Buy
67,044
+1,114
+2% +$67.7K 0.45% 73
2025
Q4 		$4.29M Buy
65,930
+7,287
+12% +$503K 0.49% 68
2025
Q3 		$4.24M Sell
58,643
-7,577
-11% -$567K 0.5% 67
2025
Q2 		$4.52M Buy
66,220
+765
+1% +$44.5K 0.57% 51
2025
Q1 		$3.56M Buy
65,455
+19,366
+42% +$1.45M 0.48% 66
2024
Q4 		$3.92M Buy
+46,089
New +$3.78M 0.53% 60

Other funds holding XYZ

HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Insight Wealth Strategies's XYZ Position: Q2 2026 in Review

Insight Wealth Strategies sold out of Block Inc (XYZ) in Q2 2026, closing a stake of 67,044 shares — an estimated $4.03M sold.

Insight Wealth Strategies first reported a position in XYZ in Q4 2024 and held it in 6 quarters. The position peaked at $4.52M in Q2 2025. 361 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Insight Wealth Strategies reported no remaining Block Inc position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 67,044 Block Inc shares in Q2 2026, an estimated $4.03M.
  • Insight Wealth Strategies first reported a position in Block Inc in Q4 2024 and held it in 6 quarters.
  • Insight Wealth Strategies's Block Inc position peaked at $4.52M in Q2 2025.
  • 361 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.