MWM
XYZ

Moran Wealth Management’s Block Inc XYZ Stock Holding History

Moran 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 		$6.48M Buy
107,601
+49,950
+87% +$3.04M 0.2% 163
2025
Q4 		$3.75M Buy
57,651
+15,670
+37% +$1.08M 0.12% 227
2025
Q3 		$3.03M Sell
41,981
-564
-1% -$42.2K 0.09% 244
2025
Q2 		$2.89M Sell
42,545
-1,511
-3% -$87.9K 0.09% 256
2025
Q1 		$2.39M Buy
+44,056
New +$3.29M 0.08% 257
2024
Q3 		– Sell
-20,718
Closed -$1.34M – 424
2024
Q2 		$1.34M Buy
20,718
+4,355
+27% +$305K 0.04% 272
2024
Q1 		$1.38M Buy
16,363
+4,432
+37% +$321K 0.04% 276
2023
Q4 		$923K Buy
+11,931
New +$675K 0.03% 308

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

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

Moran Wealth Management increased its Block Inc (XYZ) stake by 87% in Q1 2026, buying an estimated $3.04M and bringing the position to 107,601 shares worth $6.48M. The position accounts for 0.2% of the portfolio, ranked #163.

Moran Wealth Management first reported a position in XYZ in Q4 2023 and has held it in 8 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Moran Wealth Management held 107,601 shares of Block Inc worth $6.48M as of Q1 2026.
  • Moran Wealth Management bought 49,950 Block Inc shares in Q1 2026, an estimated $3.04M.
  • Block Inc made up 0.2% of Moran Wealth Management's portfolio in Q1 2026, its #163 holding.
  • Moran Wealth Management first reported a position in Block Inc in Q4 2023 and has held it in 8 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.