JWM
XYZ

JGP Wealth Management’s Block Inc XYZ Stock Holding History

JGP 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
Q2 		$241K Buy
+3,176
New +$223K 0.02% 212
2022
Q2 		– Sell
-2,897
Closed -$357K – 163
2022
Q1 		$357K Buy
2,897
+12
+0.4% +$1.45K 0.07% 123
2021
Q4 		$414K Buy
2,885
+1,983
+220% +$430K 0.08% 114
2021
Q3 		$216K Buy
902
+36
+4% +$9.25K 0.05% 147
2021
Q2 		$211K Buy
+866
New +$201K 0.05% 150
2021
Q1 		– Sell
-874
Closed -$208K – 152
2020
Q4 		$208K Buy
+874
New +$170K 0.05% 142

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

JGP Wealth Management's XYZ Position: Q2 2026 in Review

JGP Wealth Management opened a new position in Block Inc (XYZ) in Q2 2026: 3,176 shares worth $241K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: JGP Wealth Management previously reported a position in XYZ as recently as Q1 2022.

JGP Wealth Management first reported a position in XYZ in Q4 2020 and has held it in 6 quarters since. The position peaked at $414K in Q4 2021. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • JGP Wealth Management held 3,176 shares of Block Inc worth $241K as of Q2 2026.
  • Block Inc was a new JGP Wealth Management position in Q2 2026.
  • Block Inc made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #212 holding.
  • JGP Wealth Management first reported a position in Block Inc in Q4 2020 and has held it in 6 quarters since.
  • JGP Wealth Management's Block Inc position peaked at $414K in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.