Keudell/Morrison Wealth Management’s Block Inc XYZ Stock Holding History

Keudell/Morrison 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	$431K	Sell	5,669 -200	-3%	-$14.1K	0.08%	153
2026 Q1	$353K	Buy	5,869 +474	+9%	+$28.8K	0.07%	170
2025 Q4	$351K	Buy	+5,395	New	+$372K	0.07%	167
2025 Q2	$378K	Sell	5,561 -275	-5%	-$16K	0.08%	145
2025 Q1	$317K	Buy	5,836 +552	+10%	+$41.2K	0.07%	154
2024 Q4	$449K	Hold	5,284	–	–	0.12%	120
2024 Q3	$355K	Hold	5,284	–	–	0.1%	144
2024 Q2	$341K	Hold	5,284	–	–	0.1%	145
2024 Q1	$447K	Hold	5,284	–	–	0.14%	122
2023 Q4	$409K	Sell	5,284 -98	-2%	-$5.54K	0.13%	122
2023 Q3	$238K	Hold	5,382	–	–	0.07%	163
2023 Q2	$358K	Buy	5,382 +850	+19%	+$53.1K	0.1%	127
2023 Q1	$311K	Hold	4,532	–	–	0.09%	141
2022 Q4	$285K	Sell	4,532 -266	-6%	-$16.4K	0.09%	140
2022 Q3	$264K	Buy	+4,798	New	+$340K	0.1%	147
2022 Q2	–	Sell	-2,800	Closed	-$380K	–	187
2022 Q1	$380K	Buy	2,800 +410	+17%	+$49.6K	0.16%	124
2021 Q4	$386K	Buy	+2,390	New	+$518K	0.15%	120

Other funds holding XYZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Keudell/Morrison Wealth Management's XYZ Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Block Inc (XYZ) stake by 3.4% in Q2 2026, selling an estimated $14.1K and leaving 5,669 shares worth $431K. The position accounts for 0.08% of the portfolio, ranked #153.

Keudell/Morrison Wealth Management first reported a position in XYZ in Q4 2021 and has held it in 17 quarters since. The position peaked at $449K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

Keudell/Morrison Wealth Management held 5,669 shares of Block Inc worth $431K as of Q2 2026.
Keudell/Morrison Wealth Management sold 200 Block Inc shares in Q2 2026, an estimated $14.1K.
Block Inc made up 0.08% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #153 holding.
Keudell/Morrison Wealth Management first reported a position in Block Inc in Q4 2021 and has held it in 17 quarters since.
Keudell/Morrison Wealth Management's Block Inc position peaked at $449K in Q4 2024.
1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.