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
Q2 		$213K Buy
+2,799
New +$197K 0.13% 135
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

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

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

Mascagni Wealth Management opened a new position in Block Inc (XYZ) in Q2 2026: 2,799 shares worth $213K. The stake represents 0.13% of the portfolio and ranks #135 among its holdings. This is a return to the name: Mascagni Wealth Management previously reported a position in XYZ as recently as Q4 2025.

Mascagni Wealth Management first reported a position in XYZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $240K in Q3 2025. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Mascagni Wealth Management held 2,799 shares of Block Inc worth $213K as of Q2 2026.
  • Block Inc was a new Mascagni Wealth Management position in Q2 2026.
  • Block Inc made up 0.13% of Mascagni Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Mascagni Wealth Management first reported a position in Block Inc in Q2 2025 and has held it in 4 quarters since.
  • Mascagni Wealth Management's Block Inc position peaked at $240K in Q3 2025.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.