JWM
XYZ

Jessup Wealth Management’s Block Inc XYZ Stock Holding History

Jessup Wealth Management’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
-261
Closed -$17K – 382
2025
Q4 		$17K Buy
+261
New +$18K 0.01% 223
2025
Q2 		– Sell
-119,698
Closed -$6.5M – 81
2025
Q1 		$6.5M Buy
119,698
+63,262
+112% +$4.72M 2.73% 13
2024
Q4 		$4.8M Buy
+56,436
New +$4.63M 2.05% 19

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

Jessup Wealth Management's XYZ Position: Q1 2026 in Review

Jessup Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 261 shares — an estimated $17K sold.

Jessup Wealth Management first reported a position in XYZ in Q4 2024 and held it in 3 quarters. The position peaked at $6.5M in Q1 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Jessup Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 261 Block Inc shares in Q1 2026, an estimated $17K.
  • Jessup Wealth Management first reported a position in Block Inc in Q4 2024 and held it in 3 quarters.
  • Jessup Wealth Management's Block Inc position peaked at $6.5M in Q1 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.