MWM
XYZ

Mascagni Wealth Management’s Block Inc XYZ Stock Holding History

Mascagni 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
-3,273
Closed -$213K – 141
2025
Q4 		$213K Sell
3,273
-42
-1% -$2.9K 0.16% 118
2025
Q3 		$240K Sell
3,315
-50
-1% -$3.74K 0.19% 110
2025
Q2 		$229K Buy
+3,365
New +$196K 0.19% 106

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

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

Mascagni Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 3,273 shares — an estimated $213K sold.

Mascagni Wealth Management first reported a position in XYZ in Q2 2025 and held it in 3 quarters. The position peaked at $240K in Q3 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Mascagni Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
  • Mascagni Wealth Management sold 3,273 Block Inc shares in Q1 2026, an estimated $213K.
  • Mascagni Wealth Management first reported a position in Block Inc in Q2 2025 and held it in 3 quarters.
  • Mascagni Wealth Management's Block Inc position peaked at $240K in Q3 2025.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Mascagni Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.