Mindset Wealth Management’s Block Inc XYZ Stock Holding History

Mindset 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	-4,875	Closed	-$317K	–	198
2025 Q4	$317K	Buy	4,875 +695	+17%	+$47.9K	0.08%	120
2025 Q3	$302K	Buy	4,180 +265	+7%	+$19.8K	0.08%	120
2025 Q2	$266K	Sell	3,915 -472	-11%	-$27.5K	0.09%	123
2025 Q1	$238K	Buy	4,387 +1,092	+33%	+$81.5K	0.09%	120
2024 Q4	$280K	Buy	+3,295	New	+$270K	0.1%	101

Other funds holding XYZ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mindset Wealth Management sold out of Block Inc (XYZ) in Q1 2026, closing a stake of 4,875 shares — an estimated $317K sold.

Mindset Wealth Management first reported a position in XYZ in Q4 2024 and held it in 5 quarters. The position peaked at $317K in Q4 2025. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

Mindset Wealth Management reported no remaining Block Inc position as of Q1 2026 after selling out during the quarter.
Mindset Wealth Management sold 4,875 Block Inc shares in Q1 2026, an estimated $317K.
Mindset Wealth Management first reported a position in Block Inc in Q4 2024 and held it in 5 quarters.
Mindset Wealth Management's Block Inc position peaked at $317K in Q4 2025.
986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.