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
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

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

Medallion Wealth Advisors's XYZ Position: Q1 2026 in Review

Medallion Wealth Advisors held its Block Inc (XYZ) position steady in Q1 2026 at 103 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Medallion Wealth Advisors first reported a position in XYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.76K in Q1 2025. 987 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Medallion Wealth Advisors held 103 shares of Block Inc worth $6.2K as of Q1 2026.
  • Medallion Wealth Advisors left its Block Inc share count unchanged in Q1 2026.
  • Block Inc made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #837 holding.
  • Medallion Wealth Advisors first reported a position in Block Inc in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Block Inc position peaked at $8.76K in Q1 2025.
  • 987 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.