MWA
XYZ

Medallion Wealth Advisors’s Block Inc XYZ Stock Holding History

Medallion Wealth Advisors’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 		$7.9K Buy
104
+1
+1% +$70 ﹤0.01% 791
2026
Q1 		$6.2K Hold
103
– – ﹤0.01% 837
2025
Q4 		$6.7K Hold
103
– – ﹤0.01% 812
2025
Q3 		$7.44K Hold
103
– – ﹤0.01% 797
2025
Q2 		$7.03K Sell
103
-55
-35% -$3.2K ﹤0.01% 784
2025
Q1 		$8.76K Buy
158
+103
+187% +$7.69K ﹤0.01% 704
2024
Q4 		$4.67K Buy
+55
New +$4.51K ﹤0.01% 755

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

Medallion Wealth Advisors's XYZ Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Block Inc (XYZ) stake by 0.97% in Q2 2026, buying an estimated $70 and bringing the position to 104 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Medallion Wealth Advisors first reported a position in XYZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.76K in Q1 2025. 1,082 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Medallion Wealth Advisors held 104 shares of Block Inc worth $7.9K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 Block Inc share in Q2 2026, an estimated $70.
  • Block Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #791 holding.
  • Medallion Wealth Advisors first reported a position in Block Inc in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Block Inc position peaked at $8.76K in Q1 2025.
  • 1,082 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.